The Institute of Financial Planning has teamed up with Defaqto to offer Financial Planners and Paraplanners greater support by providing new practical resources.
The initiative will kick off with a factsheet on multi-asset funds to give a "constructive overview of the complex multi-asset universe". It contains a list of questions to support their fund-related due diligence process.
Defaqto's in-house consultants have created the material, which has never been published before.

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Steve Gazzard, the chief executive of the IFP, said: "Defaqto is well respected for producing high quality research materials and we're very pleased to be working with them on this initiative.
"By doing so we're aiming to provide Financial Planning professionals with access to practical resources which will not only support their due dilligence processes and CPD but also help them to continue to deliver effective solutions to their clients' financial planning needs."
David Cartwright, head of insight and consulting (wealth and protection) at Defaqto, said: "The IFP and Defaqto are two established organisations that provide materials and insight to support the financial planning community.
"This initiative shows how dedicated we are to equipping advisers with the right tools and resources to help them deliver compliant, professional and efficient advice."
For anyone using Twitter and wishing to comment on the scheme a hashtag #DefaqtoIFP can be used.
To see the factsheet click HERE.    

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