Discretionary Fund Management

Seminar Overview:
Some individuals require specialist and bespoke investment services which may not be met by collective or pooled investments. These individuals will likely need to engage with Discretionary Funds to achieve their aims.  



The following topics will be covered:

  • What is Discretionary Fund Management?
  • Benefits and drawbacks of DFM
  • Identifying suitable clients for DFM
  • Selecting a manager
  • Agreeing the client mandate


Who should attend?

Financial advisers who deal mainly with collective investments and have limited experience of discretionary fund management. Professionals looking to expand their knowledge base. 



A CPD certificate will be provided to all attendees, which may be considered appropriate by your company for the accrual of CPD hours. Delegates will qualify for 3 CPD hours.

To Reserve a Place

Email This email address is being protected from spambots. You need JavaScript enabled to view it., call +44 (0)20 7422 0063 or book online. You will receive confirmation of your booking within 24 hours. Price inclusive of all course material. Price exclusive of VAT.


Training and Venue Information

CPD Authorised Yes
Event Date 17-07-2019
Event End Date 17-07-2019
Event Time 10:00 - 13:00
Price £210.00
Location SIX Financial Information UK (EC2),  6 Devonshire Square, London EC2M 4YE, UK
£210.00 978