Questions advisers should ask platforms today

As the platform space continues to mature and evolve, so too do the due diligence requirements placed on advice firms.

Our white paper “Questions advisers should ask platforms today” examines the impact that MiFID II, PROD and GDPR has on platform due diligence. These questions have been updated to reflect the current legislation and market environment. We hope you find them a useful addition to your existing bank of questions.