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Latest portfolio factsheets
Discretionary Fund Management Adviser Guide
This is a reference guide designed to help advisers explain the risk-rated model portfolios to their clients who are interested in investing.
Discretionary Investment Management Agreement
We are pleased to accept your client’s e-signature.
• Email investmentinfo@inpartnership.net to start the application process.
• For reference, view our agreement document here
• You can see Process guides below:
Consumer Duty
Target Market Statement and Value Assessment
Consumer understanding
Helping consumers to understand
their investment
