The investment proposition is built to the remit of the Intermediary firm on one of the platforms with whom JM Finn have a DFM agreement. The Intermediary is treated as our client, acting as agent on behalf of the underlying investor – this tripartite arrangement allows the Intermediary to retain control of the client relationship, and custody of the assets via their chosen platform.
We currently have DFM arrangements in place with Ascentric, Transact, 7IM and Morningstar Wealth Platform.