DFMi (offshore insurance products)
HOW IT WORKS
How It Works
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The adviser uses their Fact Find & Risk Profile Questionnaire to determine the client's investment objectives & risk tolerance. The adviser then matches the investment objectives & risk profile to one of our Risk / Return Profiles.
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The adviser completes, signs and submits (scan & email) an Application Form with a completed and signed discretionary management authority form from the relevant life company.
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NPW will process the Application and add the policy to the DFMi database.
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NPW will generate and submit all deals/switches required to move the policy into the selected model portfolio.
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NPW will carry out any ongoing dealing / switching that is required.
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NPW will report quarterly on portfolio performance and market commentary.