Governed portfolios due diligence report
Find out more about what the FSA want you to look at.
The FSA outlined in their recent consultation paper that if you’re recommending a centralised investment proposition (CIP), you need to carry out due diligence on the CIP you’re recommending.
We’ve taken some of the topics that the FSA raised in their paper and have created a due diligence report on our Governed Portfolios for you to use.
We also have due diligence reports from our range of External Investment Solutions - Cazenove, Brooks Macdonald and Rathbones.
Please note that these reports have been supplied by the above fund managers, and are not the views of Scottish Life.
The documents include information on the following areas:
- Financial strength
- Investment objective
- Asset Mix
So what are you waiting for? Download the reports by clicking on the logos below
Updated 25 February 2013
For professional advisers only