30 May 2011 - Distribution Technology, the UK’s leading provider of financial planning and sales software, is pleased to announce that Rathbones is the lastest new client to sign up for the popular Fund Risk Profiling Service.
David Holloway, Marketing Director at Rathbone Unit Trust Management says “the FSA identified that it is important align the results from a risk profiling tool to the risk associated with the selected funds. A ‘Cautious’ risk profile category does not necessarily relate to a ‘Cautious’ fund.
Distribution Technology is a widely used risk profiling tool and by having the sub-funds in the Rathbone Multi Asset Portfolio risk rated, we can assist IFAs in selecting appropriate funds for their client requirements.”
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