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Pre packaged due diligence – Nirvana or sword of Damocles?

The ways to reduce the burden of due diligence are often crystal clear – provide a pre-packaged set of data that covers all the main points raised about due diligence. Or, even better, build an industry standard one! Of course, life isn’t that simple. Advisers want their own questionnaires for reasons discussed in my previous

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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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