The results from the eighth Defaqto discretionary fund manager (DFM) satisfaction study are in and it's a clean sweep for TAM!
For those of you that may not be familiar with the study, it is based on feedback from adviser firms that have outsourced their client investment assets to third-party discretionary managers. The responses from IFAs measure the performance of 14 service categories:
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1) Provider financial strength and resource |
2) Provider brand |
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3) Client on-boarding |
4) Existing business administration |
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5) Investment flexibility – range of assets |
6) Investment flexibility – range of options |
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7) Remuneration |
8) Service |
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9) Online facilities |
10) Accessibility |
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11) Quality of staff – administration |
12) Quality of staff – investment |
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13) Quality of literature |
14) Ease of doing business |
We are not usually ones to blow our own trumpet but we feel compelled to highlight that this year, TAM was included amongst the DFMs rated most highly in all 14 categories, and needless to say everyone here is absolutely delighted. If you have not yet seen the study and would like to take a closer look at the findings, you can download your free copy below.
A huge and heartfelt thank you goes out to each and every adviser that contributed towards this year's survey, which has positioned TAM at the forefront of the industry. We strive to ensure you and your clients receive the highest level of service possible. Meeting your needs is at the core of everything we do, and it's votes of confidence like this that spur us on further to achieving this very important goal.
To be named alongside the best in the industry is a great achievement for TAM, but to then be placed ahead of some of our biggest competition is a real honour and has contributed to our recent Defaqto ratings. TAM now offers a Gold DFM service, and for the fourth consecutive year we offer a Five Star DFM MPS proposition.
Again, to everyone who voted so overwhelmingly in support of our efforts, thank you.