2023 has posed its fair share of challenges, but amid these distractions, the regulatory and professional requirement to maintain due diligence records continues.
With a growing number of investment platform and DFM due diligence and research tools available, we’re always looking for ways to support our customers with this vital process.
Our commitment to transparency and excellence is underscored by our recently released 2022 Annual Report. The new annual review from threesixty, the compliance and technical support consultancy, also give independent evidence on our key risk areas as a DFM.
We've also clinched the title of Best Wrap/Platform at the prestigious Moneyfacts Life & Pension Awards, reinforcing our dedication to excellence.
And to offer another helping hand, we’ve commissioned both platform and DFM reports by independent consultancy AKG.
Platform strength rating maintained
For 10 years we held a B-Satisfactory platform strength rating from AKG. Then in 2021, our rating was upgraded to B-Strong and we’re delighted to announce this rating has been confirmed again.
Investment management strength rating maintained
AKG also make a separate DFM Strength assessment of Parmenion, where again we’re judged to be B-Strong.
Request a copy of the reports
The AKG reports give you in depth analysis of how our business is managed and controlled.
In turbulent times, they can supplement the due diligence you carry out in the normal course of doing business, alongside our standard diligence materials available on the platform.
If you'd like a copy of the AKG reports for Platform and DFM, or further support in your due diligence process, please speak to your Regional Sales Manager, or our Distribution Development Director Ben Fowler on Ben.fowler@parmenion.co.uk
This article is for financial professionals only. Any information contained within is of a general nature and should not be construed as a form of personal recommendation or financial advice. Nor is the information to be considered an offer or solicitation to deal in any financial instrument or to engage in any investment service or activity. Parmenion accepts no duty of care or liability for loss arising from any person acting, or refraining from acting, as a result of any information contained within this article. All investment carries risk. The value of investments, and the income from them, can go down as well as up and investors may get back less than they put in. Past performance is not a reliable indicator of future returns.