Questions to Ask Your Financial Adviser

The new RDR rules mean that investors are going to want to start asking their financial advisers more pointed questions

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This article was written by Jacqueline Lockie from the Association of Investment Companies (AIC). It is part of Morningstar’s special series about the Retail Distribution Review (RDR) and Morningstar's "Perspectives" series, which is a series of articles written by third-party contributors.

The Retail Distribution Review (RDR), which was put in place at the beginning of this year, requires financial advisers to have a much broader knowledge of financial products; much more so than previously required. This may mean that at a client’s next portfolio review, other products may be considered to be more appropriate. In light of this, it may be a good time for clients to work with advisers to review their portfolio.

Questions to Ask Your Adviser

1. How often will your portfolio be reviewed? Will it be reviewed more or less frequently following the implementation of the new RDR rules?

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The information contained within is for educational and informational purposes ONLY. It is not intended nor should it be considered an invitation or inducement to buy or sell a security or securities noted within nor should it be viewed as a communication intended to persuade or incite you to buy or sell security or securities noted within. Any commentary provided is the opinion of the author and should not be considered a personalised recommendation. The information contained within should not be a person's sole basis for making an investment decision. Please contact your financial professional before making an investment decision.

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The Association of Investment Companies (AIC)

The Association of Investment Companies (AIC)  was founded in 1932 and represents a broad range of closed-ended investment companies, incorporating investment trusts and VCTs.