Welcome to your Resource Centre. Here you will find all the information you need to invest your clients into your preferred Investment Manager’s mandates. These pages should enable you to:
- make a client recommendation
- create client accounts and produce the appropriate application documentation
- monitor your client accounts
- create reports and navigate around your platform
- understand the process once an investment has been made
Some of the information on this Resource Centre will be different depending on whether you are an Investment Manager using dps Select or an Adviser using dps Select. These differences will be highlighted where relevant.