Due Diligence and Third Party Reports
The FCA’s paper TR16/1 Assessing Suitability: Research and due diligence of products and services, requires advisers to demonstrate they have the appropriate information and evidence on file for their client investment recommendations.
To support you in that task, we commission a number of internal and external case studies, risk mapping documents, and research guides focusing on a range of topics.
Prudential Funds – Risk Matrix
Prudential Funds matrix with the latest risk ratings for the PruFund, PruFund Planet and PruFolio range of funds from a number of independent risk profilers.