Publications
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Discussion Paper 18/5: duty of care and potential alternative approaches [pdf]
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MS17/1.2: Investment Platforms Market Study Interim Report [pdf]
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MS17/1.2: Annex 1: Market Overview [pdf]
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MS17/1.2: Annex 6: Assessment of platform non-price features and platform fees [pdf]
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MS17/1.2: Annex 7: Fund discounts and promotions [pdf]
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MS17/1.2: Annex 2: NMG Consulting - Consumer Research [pdf]
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MS17/1.2: Annex 8: Gap Analysis [pdf]
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MS17/1.2: Annex 5: Model Portfolios [pdf]
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MS17/1.2: Annex 4: Financial Analysis [pdf]
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MS17/1.2: Annex 3: NMG Consulting - Consumer Research Technical Report [pdf]