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Why advisers want their own due diligence questionnaire.

Why advisers want their own due diligence questionnaire.

Speaking to discretionary investment managers on almost a daily basis about due diligence matters I often hear the anguished rejoinder, ‘and advisers insist on having us complete their questionnaire rather than taking our standard due diligence pack.’ I am never sure whether insisting that the standard pack is sufficient is a matter of arrogance on

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David Lee

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