Alexrubenjoel
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- Alexrubenjoel
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Sophie that is interesting, we have had the same advice from our outsourced compliance consultants now too (BCompliant so a different firm). I hadn't been comfortable with the conclusion but good to hear that it has been backed up by a second opinio…
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Hi Jona Thanks for your response. It seems like shoehorning clients into model portfolios is the only way to approach this with any efficiency as you say Alex