WHAT IS A DISCRETIONARY FUND MANAGER (DFM)?

IF MY DFM INVESTS IN ‘NON-STANDARD ASSETS’ IS THIS A PROBLEM ?

Non-standard Assets can be illiquid (difficult to get out of), high risk in nature, highly volatile (can go up and down in value very quickly) and in some cases not regulated by the Financial Conduct Authority. This can mean that investors in them are not afforded the benefits of the Financial Ombudsman Service (FOS) or the Financial Services Compensation Scheme (FSCS).

These types of investment are generally only suitable for experienced investors.

CONTACT US

Some of our clients did not know that they have taken bad advice or that an adviser was at fault until they spoke to us.

Contact us and get a FREE ASSESSMENT.

COMPANIES WHERE FUND MANAGER (DFM) CLAIMS HAVE TAKEN PLACE

• Beaufort Securities Limited (Beaufort SIPP)
• Full Circle Asset Management
• Reyker Securities

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• City One Securities
• Horizon Stockbroking
• Strand Capital

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• Clear Capital Management
• Organic Investments Management Limited
• SVS Securities

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HOW DID I COME TO USE A DFM ?

AM I ENTITLED TO COMPENSATION ?

WHAT ACTION SHOULD YOU TAKE ?

Call one of the team now on the HT Legal helpline on 0161 840 1560.

When you call there is no obligation at all. You will be talking to a case manager and not someone in a call centre. We are friendly and use plain English.