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Comparing DFM OCF's with Current Funds

Ben_ShawBen_Shaw Member
in Paraplanning tips & tricks

Good morning all,

We are currently looking into moving clients from their current funds in platforms (Advisory) into a DFM

Just a general question to see if anyone has any knowledge of any tools/spreadsheets that would enable us to show the clients current funds they are in OCF's and compare them with the DFM's OCF's to show the overall increase/decrease in OCF's to make it easier for advisors to do the calculations as they are recommending the DFM

Any advice and guidance will be greatly appreciated

Thanks

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Comments

  • Gustavo_FringGustavo_Fring Member

    Hello,

    Could you use a spreadsheet to list the funds in column A, value in column B, %OCF in column C and £OCF in column D.

    Total columns B and D, then work out the % of D vs B to give you the weighted OCF?

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  • NathNath Member

    Remember its not just OCF's you need to be comparing under MiFID. If you have FE, this will do it all for you or if not build a spreadsheet as the poster mentions above.

    How do you currently do it as its needed for all switches/transfers?

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