We have created a due diligence questionnaire (DDQ) that provides you with information on our company and how we work with you, our investment services and processes, a section on MPS on Platform, client administration, compliance and systems and service providers.

Threesixty assess the adequacy of the controls and procedures Investec Wealth & Investment (UK) has established to mitigate the regulatory and business risks arising from the provision of its discretionary management service to intermediaries.

Defaqto publish an annual DFM Satisfaction survey, the report is based on feedback from adviser firms that have outsourced their client investment assets to third-party discretionary managers and identifies where expectations are being met by cross-matching ranked importance to ranked satisfaction.