ANALYSIS: To what extent, if any, do DIMS managers deviate from best practice as regards portfolio management by directing clients’ assets to their own fund management businesses?
This week we continue our deep dive into discretionary investment management services (DIMS) and focus on the downside risks of the service, from the client perspective.
Signing up to a DIMS agreement is a big step for a non-expert retail investor and the Financial Markets Authority (FMA) is
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