Supporting you to achieve more with reports to complete your due diligence
For financial advisers only
We recognise the importance of the decision to outsource the management of your clients' investments to a third party. We aim to provide you with confidence through complete transparency right from the start of our relationship, beginning with the reports to help you fulfil your due diligence obligations.
Download a standard report using the links below, or use DD|hub to create a bespoke report that is relevant to your business and requirements.
Download the reports
Reports will automatically download in your browser. If you have any questions please contact our specialist teams.
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 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.
Use our DD|hub tool to create your own bespoke report based on the service you are most interested in:
- Discretionary Portfolio Management
- Managed Portfolio Service on Platforms
- AIM Portfolio IHT Plan
WIth DD|hub you can either select your own questions to focus on or use pre-built question sets, with the results delivered promptly in either Excel or PDF for easy review.
Alternatively, create a report from your own questions on DD|hub's website.
Consumer Duty information
Access value assessments for our products and propositions, as part of the Consumer Duty changes.
Need help with reporting?
You can contact us by phone, email or simply complete the online form and our team will be in touch with you soon.
Your hard-earned reputation will be in safe hands
When you partner with us, you'll be working with one of the UK's most reputable banks and wealth management companies. The five-star quality of our services has consistently been recognised by Defaqto — the UK’s advisers have voted us one of their preferred DFM providers since 2013, and we were shortlisted as a top performer in 12 out of their 14 categories in 2023*. We are also delighted to have been awarded Best Discretionary Fund Manager at the 2021 and 2022 Investment Life & Pensions Moneyfacts awards.
*Defaqto’s DFM Satisfaction Survey 2023
Five-star rating for our Bespoke Discretionary Fund Management service
2013 – 2023
Five-star rating for our MPS on Platforms service
2020 - 2023
Asset Risk Consultants (ARC)
3D Award for our commitment to transparency, engagement and integrity
Best Discretionary Fund Manager
2021 and 2022
Gold rating for our Discretionary Fund Management service
Citywire Adviser Choice Awards
Best Wealth Management Service – London
Award-winning solutions for financial advisers