9th June 2020
Quilter Cheviot: Due Diligence
Due diligence on your investment provider is necessary to remain compliant. Having independent, objective information is important to any due diligence process. We are pleased to be recognised by a number of leading third party organisations who provide reporting and reviews on the following aspects of Quilter Cheviot’s discretionary investment service:
- Investment performance – Asset Risk Consultants (ARC) PCI report
- Due diligence overview – Suggestus questionnaire
- Financial strength – AKG report
- Processes and controls – Assurance Type I
- Service review – Defaqto DFM Satisfaction Study
Our links with these third party organisations have been developed following our own conversations with advisers and the recommendations of the PFS Good Practice Guide for Adviser research & due diligence on discretionary investment managers.
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