Our due diligence toolkit can support you in making important business decisions

You need to demonstrate that your choice of platform or product provider has been driven by the needs of your client and your service proposition. You also need to demonstrate that you’ve considered alternatives to your choice.

So how do you do this? The answer is robust due diligence, supported by an audit trail that clearly documents your decision making process.

Here's a suite of support tools to help you carry out due diligence:

Why is due diligence important?
Request for proposal/information templates
Scoring templates

So wherever you are in your decision making process, we have the tools to help you get there quickly.

Due diligence toolkit templates

Bond provider scoring template

Investment management scoring template

Platform provider scoring template

SIPP provider scoring template

For further help, contact your AXA Wealth Business Development Manager or call 0845 129 9993.

How can we help?

If you have any questions or queries please submit an online enquiry.

Get in touch

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