Nucleus white papers

Due diligence white paper

Due diligence white paper coverWe have seen an increase in the level of due diligence being carried out by IFAs who are considering platform adoption or retention of an existing platform. With this in mind, our IFA Advisory board has prepared a bank of suggested questions with a particular focus on the Retail Distribution Review (RDR). We hope that these will be helpful to IFAs to consider as part of their platform due diligence process.

Re-issued Feb 2012.

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