Professional Advisers
Online DDQ Request
We publish a standard DDQ for Professional advisers, but we can provide a standard or bespoke due diligence questionnaire (DDQ), depending on your needs and client requirements.
As standard, our DDQ contains the following information:
- Company overview
- Investment process
- Performance and model portfolios
- Company asset allocation
- Working with advisers
- Account opening
- Client reporting
- Fees
- Why Rathbones is different?
- Staff
- Quality control and insurance
- Complaints procedure
To obtain a DDQ please call 020 7399 0000 or email professionals@rathbones.com
| Attachment | Size |
|---|---|
| 19346-1_DDQ_Intermediaries_v7_aw_low1.pdf | 637.53 KB |
Understanding your financial requirements & aspirations is essential to the way we work.
For more information on how we can help you develop an investment portfolio that meets your requirements, please call 020 7399 0000 or email jane.a.seymour@rathbones.com
Contact Us
Cambridge:
North Wing, City House
126-130 Hills Road
Cambridge
CB2 1RE
Tel: 01223 229 229
Jersey:
15 Esplanade
St Helier
Jersey
JE1 2RB
Channel Islands
Tel: 0153 474 0500
Liverpool:
Port of Liverpool Building
Pier Head
Liverpool
L3 1NW
Tel: 0151 236 6666
Winchester:
Fiennes House
32 Southgate Street
Winchester
SO23 9EH
Tel: 01962 857 000
Private Clients:
London (head office):
1 Curzon Street
London W1J 5FB
Tel: 0207 399 0000
Charities:
London (head office):
1 Curzon Street
London W1J 5FB
Tel: 0207 399 0000
Pensions and Advisory services :
London (head office):
1 Curzon Street
London W1J 5FB
Tel: 0207 399 0000
