https___s3-eu-west-1.amazonaws.com_fta-e

Due Diligence

We offer a comprehensive platform/wrap and discretionary fund management due diligence service which has been designed to provide you with the confidence that your analysis has been undertaken thoroughly and documented appropriately. 


Our full range of due diligence services is detailed below.

 

Platform/Wrap Due Diligence

We offer a comprehensive platform/wrap due diligence service which has been designed to provide you with the confidence that your analysis has been undertaken thoroughly and documented appropriately.

Our service includes a review of your platform requirements, an overall market review, a full assessment for a range of tax wrappers, cost analysis and a comprehensive due diligence summary document.


Where required by your centralised investment process, the due diligence service will evidence the recommendation for multiple platforms/wraps.

Discretionary Fund Management Due Diligence

We offer a comprehensive discretionary fund management (DFM) service which has been designed to provide you with the confidence that your analysis has been undertaken thoroughly and documented appropriately.

Our service includes a review of your DFM requirements, an overall market review, a full assessment of the investment solutions available, cost analysis and a comprehensive due diligence summary document.


Where required by your centralised investment process, the due diligence service will evidence the recommendation for multiple DFMs.

 

Reality Paraplanning is not regulated by the Financial Conduct Authority (FCA) to provide advice or recommendations

© 2020 Reality Paraplanning Limited