IW Capital offer wide support to the Advisor community
Our services have been carefully thought through and we offer a comprehensive Due Diligence Pack in support of these containing the following:
CPD Certification Confirmation
Comprehensive Due Diligence Questionnaire
Portfolio Overview
Draft Suitability Text
3rd Party review – Hardman & Co
IW investment process – Origination to Exit
IW Capital Management Team
IW Capital Organisational Chart
List of Employees making investment decisions
P.I Insurance details
Technical guidance – share loss relief
Custodian receiving agent agreement
We are fully accredited to provide CPD through the CPD Certification Service and comprehensive presentations are available on request.
IW Capital have two services available to Advisors which can be accessed here:
