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Newspaper Article
A fund alternative to model portfolios
2018
Overview
Existing investment management arrangements can remain in place and an independent specialist can be appointed as the authorised corporate director (ACD), with regulatory and legal responsibility for the fund and its governance. Key Points: * As the use of model portfolios tapers, advisers are looking to operating in-house funds for clients * In-house funds come with complexities but can offer tax benefits for clients and streamline administration for advisers * Operating an in-house fund will not be suitable for all advisers but could be viable for those with over £150m in assets under advice It is also important to consider what type of assets will be held in client portfolios. The process of unitising portfolios can appear complex, but there are a number of specialist host ACD businesses to provide guidance at every step of the process, from the FCA application right through to producing all the literature required by the regulator, such as the fund’s prospectus and key investor information document (Kiid).
Publisher
The Financial Times Limited
Subject
