{"id":2057,"date":"2023-06-22T17:39:20","date_gmt":"2023-06-22T17:39:20","guid":{"rendered":"https:\/\/www.rbcwealthmanagement.com\/en-uk\/?page_id=2057"},"modified":"2026-06-08T21:38:42","modified_gmt":"2026-06-08T21:38:42","slug":"dfm-literature-and-factsheets","status":"publish","type":"page","link":"https:\/\/www.rbcwealthmanagement.com\/en-uk\/intermediaries\/discretionary-fund-management\/dfm-literature-and-factsheets","title":{"rendered":"DFM literature and factsheets"},"content":{"rendered":"\n<div class=\"wp-block-rbcwm-hero-block rbc-hero-wm rbc-hero-has-image-bleed rbc-hero-overlap rbc-hero-overlap-mobile rbc-hero-laat6hx83 hide-mobile-energy-lines\"><style>\n\t\t.rbc-hero-laat6hx83.is-style-rbc-hero-gradient::before {\n\t\t\tbackground: linear-gradient(90deg, #023169 20%, rgba(94, 120, 131, 0) 60%);\n\t\t}\n\n\t\t.rbc-hero-laat6hx83.is-style-rbc-hero-gradient.rbc-hero-has-image-bleed::before {\n\t\t\tbackground: linear-gradient(90deg, #023169 20%, rgba(94, 120, 131, 0) 60%);\n\t\t}\n\n\t\t.rbc-hero-laat6hx83.is-style-rbc-hero-gradient.rbc-hero-has-image-bottom::before {\n\t\t\tbackground: linear-gradient(180deg, #023169 20%, rgba(94, 120, 131, 0) 60%);\n\t\t}\n\n\t\t.rbc-hero-laat6hx83 .rbc-hero-energy-lines.rbc-hero-energy-lines-left {\n\t\t\ttransform: scaleX(-1);\n\t\t}\n\n\t\t@media (max-width: 991px) {\n\t\t\t.rbc-hero-laat6hx83.is-style-rbc-hero-gradient::before,\n\t\t\t.rbc-hero-laat6hx83.is-style-rbc-hero-gradient.rbc-hero-has-image-bottom::before,\n\t\t\t.rbc-hero-laat6hx83.is-style-rbc-hero-gradient.rbc-hero-has-image-bleed::before {\n\t\t\t\tbackground: none;\n\t\t\t}\n\n\t\t\t.rbc-hero-laat6hx83.rbc-hero-has-image-full.hide-mobile-energy-lines .rbc-hero-energy-lines {\n\t\t\t\tdisplay: none;\n\t\t\t}\n\n\t\t\t.wp-block-rbcwm-hero-block.rbc-hero-laat6hx83.is-style-rbc-hero-gradient .rbc-hero-img-wrap::after {\n\t\t\t\tbackground: linear-gradient( 0deg, #023169 0%, rgba(94, 120, 131, 0) 25% );\n\t\t\t}\n\t\t\t\n\t\t\t.wp-block-rbcwm-hero-block.rbc-hero-laat6hx83.is-style-rbc-hero-gradient.rbc-hero-has-image-bottom .rbc-hero-img-wrap::before,\n            .wp-block-rbcwm-hero-block.rbc-hero-laat6hx83.is-style-rbc-hero-gradient.rbc-hero-has-image-bottom .container .rbc-hero-img-wrap::before {\n\t\t\t\tbackground: linear-gradient( 180deg, #023169 0%, rgba( 94, 120, 131, 0 ) 25% );\n\t\t\t}\n\t\t\t\n\t\t\t.wp-block-rbcwm-hero-block.rbc-hero-laat6hx83.is-style-rbc-hero-gradient .rbc-hero-card {\n\t\t\t\tbackground: #023169;\n\t\t\t}\n\t\t}\n\t<\/style><div class=\"container\"><div class=\"row no-gutters\"><div class=\"col-lg-7 rbc-hero-card-content\"><div class=\"rbc-card rbc-hero-card rbc-hero has-content\"><div class=\"rbc-card-wrap\"><div class=\"rbc-card-body\"><div class=\"rbc-hero-body-content\"><h1 class=\"rbc-hero-title\"><span>Discretionary Fund Management<\/span><\/h1><span class=\"rbc-hero-category\"><span>Literature<\/span><\/span><div class=\"rbc-hero-breadcrumb link-chev-left\"><div class=\"rbc-icon mr-half\"><i aria-hidden=\"true\" role=\"img\" class=\"rbc-icon-img fal fa-angle-left\" style=\"color:#006ac3\"><\/i><\/div><span style=\"color:#006ac3\"><a href=\"https:\/\/www.rbcwealthmanagement.com\/en-uk\/intermediaries\/discretionary-fund-management\" data-type=\"page\" data-id=\"31050\">Discretionary Fund Management<\/a><\/span><\/div><hr class=\"rbc-hero-hr hr-mini bdr-accent\"\/>\n<p class=\"is-style-hero-subtitle\">Access account forms, literature and client materials related to our Discretionary Fund Management (DFM) service.<\/p>\n<\/div><\/div><\/div><\/div><\/div><div class=\"rbc-hero-img-wrap col-lg-5 order-2 order-lg-1\"><div class=\"rbc-hero-img bleed-img-right  rbc-image-with-focalpoint-desktop rbc-image-with-focalpoint-mobile\" style=\"background-image:url(https:\/\/www.rbcwealthmanagement.com\/en-uk\/wp-content\/uploads\/sites\/23\/2026\/06\/trendy-couple-standing-on-rocks-looking-out-water.jpg?w=1600);--bg-position-x-desktop:100%;--bg-position-y-desktop:57%;--bg-position-x-mobile:80%;--bg-position-y-mobile:33%\"><\/div><\/div><\/div><\/div><\/div>\n\n\n\n<section class=\"wp-block-rbcwm-rbc-block rbc-block rbc-block-grey has-block-grey-background-color has-background\"><div class=\"container\"><div class=\"row \"><div class=\"col-lg-12\">\n<div class=\"row blockId-ab8e603f-3765-4749-a433-df7737bfa06b\">\n<div class=\"wp-block-rbcwm-column col-lg-12\">\n<div class=\"wp-block-rbcwm-expandable-container-block rbc-expandable-container\"><div class=\"rbc-card rbc-card-shadow\"><div class=\"rbc-card-wrap\"><div class=\"rbc-card-body rbc-card-flush rbc-card-box\">\n<div class=\"wp-block-rbcwm-expandable-block rbc-expandable\">\n<div id=\"brochures-for-your-clients\" class=\"wp-block-rbcwm-expandable-block-title rbc-expandable-trigger rbc-expandable-arrow-wrap\"><button aria-expanded=\"false\" aria-controls=\"brochures-for-your-clients-content\" data-target=\"brochures-for-your-clients-content\" data-duration=\"400\" class=\"rbc-expandable-trigger-button rbc-expandable-trigger-button-between\">\n<h3 id=\"h-brochures-for-your-clients\" class=\"wp-block-heading h4\">Brochures for your clients<\/h3>\n<div class=\"rbc-icon rbc-expandable-arrow rbc-expandable-arrow-right\"><i class=\"rbc-icon-img fal fa-angle-down\"><\/i><\/div><\/button><\/div>\n\n\n\n<div id=\"brochures-for-your-clients-content\" aria-labelledby=\"brochures-for-your-clients\" class=\"wp-block-rbcwm-expandable-block-content rbc-expandable-content rbc-expandable-content-inner-style content-3c80298f-1e53-4df1-a43c-6f30f20725f1\"><div class=\"rbc-expandable-content-body\">\n<p class=\"mt-1\"><a href=\"https:\/\/www.rbcwealthmanagement.com\/assets\/wp-content\/uploads\/wme\/uk\/DFM-brochure-web.pdf\" class=\"link-cta link-download\" target=\"_blank\" rel=\"noreferrer noopener\">Discretionary Fund Management client brochure<\/a><br>Brochure for the clients of financial advisers<\/p>\n<\/div><\/div>\n<\/div>\n\n\n\n<div class=\"wp-block-rbcwm-expandable-block rbc-expandable\">\n<div id=\"account-opening-forms\" class=\"wp-block-rbcwm-expandable-block-title rbc-expandable-trigger rbc-expandable-arrow-wrap\"><button aria-expanded=\"false\" aria-controls=\"account-opening-forms-content\" data-target=\"account-opening-forms-content\" data-duration=\"400\" class=\"rbc-expandable-trigger-button rbc-expandable-trigger-button-between\">\n<h3 id=\"h-account-opening-forms\" class=\"wp-block-heading h4\">Account opening forms<\/h3>\n<div class=\"rbc-icon rbc-expandable-arrow rbc-expandable-arrow-right\"><i class=\"rbc-icon-img fal fa-angle-down\"><\/i><\/div><\/button><\/div>\n\n\n\n<div id=\"account-opening-forms-content\" aria-labelledby=\"account-opening-forms\" class=\"wp-block-rbcwm-expandable-block-content rbc-expandable-content rbc-expandable-content-inner-style content-4c38f668-39e6-4740-a631-292a60d5592d\"><div class=\"rbc-expandable-content-body\">\n<p class=\"mt-1\"><a href=\"https:\/\/www.rbcwealthmanagement.com\/assets\/wp-content\/uploads\/wme\/uk\/Adviser-Charges-Agreement.pdf\" class=\"link-cta link-download\" target=\"_blank\" rel=\"noreferrer noopener\">Intermediary charges agreement<\/a><br>You will need to complete one of our account opening forms in order to set-up an account with RBC Brewin Dolphin<\/p>\n\n\n\n<p><a href=\"https:\/\/www.rbcwealthmanagement.com\/assets\/wp-content\/uploads\/wme\/uk\/intermediary-account-opening-form-offshore-bond.pdf\" class=\"link-cta link-download\" target=\"_blank\" rel=\"noreferrer noopener\">Intermediary account opening form for offshore bonds<\/a><br>You will need to complete one of our account opening forms in order to set-up an account with RBC Brewin Dolphin<\/p>\n\n\n\n<p><a href=\"https:\/\/www.rbcwealthmanagement.com\/assets\/wp-content\/uploads\/wme\/uk\/Intermediary-Trust-within-Offshore-Bond-AOF-web.pdf\" class=\"link-cta link-download\" target=\"_blank\" rel=\"noreferrer noopener\">Intermediary Trust within Offshore Bond account opening form<\/a><br>You will need to complete one of our account opening forms in order to set-up an account with RBC Brewin Dolphin<\/p>\n\n\n\n<p><a href=\"https:\/\/www.rbcwealthmanagement.com\/assets\/wp-content\/uploads\/wme\/uk\/Intermediary-Company-within-Offshore-Bond-AOF-web.pdf\" class=\"link-cta link-download\" target=\"_blank\" rel=\"noreferrer noopener\">Intermediary Company within Offshore Bond account opening form<\/a><br>You will need to complete one of our account opening forms in order to set-up an account with RBC Brewin Dolphin<\/p>\n\n\n\n<p><a href=\"\/brewin\/wp-content\/uploads\/sites\/10\/2023\/06\/intermediary-account-opening-form-general-investment-account-and-ISA.pdf\" class=\"link-cta link-download\" target=\"_blank\" rel=\"noreferrer noopener\">Intermediary account opening form: General Investment Account &amp; ISA<\/a><br>You will need to complete one of our account opening forms in order to set-up an account with RBC Brewin Dolphin<\/p>\n\n\n\n<p><a href=\"https:\/\/www.rbcwealthmanagement.com\/assets\/wp-content\/uploads\/wme\/uk\/intermediary-account-opening-form-SIPP.pdf\" class=\"link-cta link-download\" target=\"_blank\" rel=\"noreferrer noopener\">Intermediary account opening form for Self Invested Personal Pensions (SIPPs)<\/a><br>You will need to complete one of our account opening forms in order to set-up an account with RBC Brewin Dolphin<\/p>\n\n\n\n<p><a href=\"https:\/\/www.rbcwealthmanagement.com\/assets\/wp-content\/uploads\/wme\/uk\/intermediary-account-opening-form-trusts.pdf\" class=\"link-cta link-download\" target=\"_blank\" rel=\"noreferrer noopener\">Intermediary account opening form for trusts<\/a><br>You will need to complete one of our account opening forms in order to set-up an account with RBC Brewin Dolphin<\/p>\n\n\n\n<p><a href=\"https:\/\/www.rbcwealthmanagement.com\/assets\/wp-content\/uploads\/wme\/uk\/intermediary-account-opening-form-companies.pdf\" class=\"link-cta link-download\" target=\"_blank\" rel=\"noreferrer noopener\">Intermediary account opening form for companies<\/a><br>You will need to complete one of our account opening forms in order to set-up an account with RBC Brewin Dolphin<\/p>\n\n\n\n<p><a href=\"https:\/\/www.rbcwealthmanagement.com\/assets\/wp-content\/uploads\/wme\/uk\/intermediary-account-opening-form-charities.pdf\" class=\"link-cta link-download\" target=\"_blank\" rel=\"noreferrer noopener\">Intermediary account opening form for charities<\/a><br>You will need to complete one of our account opening forms in order to set-up an account with RBC Brewin Dolphin<\/p>\n\n\n\n<p><a href=\"https:\/\/www.rbcwealthmanagement.com\/assets\/wp-content\/uploads\/wme\/uk\/intermediary-account-opening-form-ISA.pdf\" class=\"link-cta link-download\" target=\"_blank\" rel=\"noreferrer noopener\">Intermediary account opening form: ISA<\/a><br>You will need to fill in this form to provide background information to help us provide your client with our discretionary investment management services<\/p>\n\n\n\n<p><a href=\"https:\/\/www.rbcwealthmanagement.com\/assets\/wp-content\/uploads\/wme\/uk\/intermediary-account-opening-form-pensions-11-pension-scheme-members-or-fewer.pdf\" class=\"link-cta link-download\" target=\"_blank\" rel=\"noreferrer noopener\">Intermediary account opening form: pensions (11 or fewer pension scheme members)<\/a><br>You will need to complete one of our account opening forms in order to set-up an account with RBC Brewin Dolphin<\/p>\n\n\n\n<p><a href=\"https:\/\/www.rbcwealthmanagement.com\/assets\/wp-content\/uploads\/wme\/uk\/intermediary-account-opening-form-pensions-12-or-more-pension-scheme-members.pdf\" class=\"link-cta link-download\" target=\"_blank\" rel=\"noreferrer noopener\">Intermediary account opening form: pensions (12 or more pension scheme members)<\/a><br>You will need to complete one of our account opening forms in order to set-up an account with RBC Brewin Dolphin<\/p>\n<\/div><\/div>\n<\/div>\n\n\n\n<div class=\"wp-block-rbcwm-expandable-block rbc-expandable\">\n<div id=\"account-management-forms\" class=\"wp-block-rbcwm-expandable-block-title rbc-expandable-trigger rbc-expandable-arrow-wrap\"><button aria-expanded=\"false\" aria-controls=\"account-management-forms-content\" data-target=\"account-management-forms-content\" data-duration=\"400\" class=\"rbc-expandable-trigger-button rbc-expandable-trigger-button-between\">\n<h3 id=\"h-account-management-forms\" class=\"wp-block-heading h4\">Account management forms<\/h3>\n<div class=\"rbc-icon rbc-expandable-arrow rbc-expandable-arrow-right\"><i class=\"rbc-icon-img fal fa-angle-down\"><\/i><\/div><\/button><\/div>\n\n\n\n<div id=\"account-management-forms-content\" aria-labelledby=\"account-management-forms\" class=\"wp-block-rbcwm-expandable-block-content rbc-expandable-content rbc-expandable-content-inner-style content-2436005f-417f-4064-bd0e-d385a2e8c95e\"><div class=\"rbc-expandable-content-body\">\n<p><a href=\"https:\/\/www.rbcwealthmanagement.com\/assets\/wp-content\/uploads\/wme\/uk\/isa-stocksshares-subscription-form.pdf\" class=\"link-cta link-download\" target=\"_blank\" rel=\"noreferrer noopener\">ISA stocks &amp; shares subscription form<\/a><br>You will need to complete one of our ISA subscription forms<\/p>\n\n\n\n<p><a href=\"https:\/\/www.rbcwealthmanagement.com\/assets\/wp-content\/uploads\/wme\/uk\/isa-application-form.pdf\" class=\"link-cta link-download\" target=\"_blank\" rel=\"noreferrer noopener\">ISA application form for the clients of intermediaries<\/a><br>You will need to complete one of our ISA application forms in order to set-up an ISA with RBC Brewin Dolphin<\/p>\n\n\n\n<p><a href=\"\/brewin\/wp-content\/uploads\/sites\/10\/2023\/06\/client-transfer-authority-form-for-intermediaries.pdf\" class=\"link-cta link-download\" target=\"_blank\" rel=\"noreferrer noopener\">Client transfer authority form for intermediaries<\/a><br>You will need to complete one of our transfer authority forms<\/p>\n\n\n\n<p><a href=\"\/brewin\/wp-content\/uploads\/sites\/10\/2023\/06\/isa-transfer-authority-form.pdf\" class=\"link-cta link-download\" target=\"_blank\" rel=\"noreferrer noopener\">ISA transfer authority form for the clients of intermediaries<\/a><br>You will need to complete one of our ISA subscription forms<\/p>\n\n\n\n<p class=\"mw-100 mt-1\" style=\"margin-top:0;margin-right:0;margin-bottom:0;margin-left:0\"><a href=\"https:\/\/www.rbcwealthmanagement.com\/assets\/wp-content\/uploads\/wme\/uk\/Change-of-Investor-Details-Intermediary-Clients.pdf\" target=\"_blank\" rel=\"noreferrer noopener\" class=\"link-cta link-download\">Change of investor details for the clients of intermediaries<\/a><br>You will need to complete our change of client details form for any changes needed<\/p>\n<\/div><\/div>\n<\/div>\n\n\n\n<div class=\"wp-block-rbcwm-expandable-block rbc-expandable\">\n<div id=\"rstrongegulatory-and-risk-forms-4mld-strong\" class=\"wp-block-rbcwm-expandable-block-title rbc-expandable-trigger rbc-expandable-arrow-wrap\"><button aria-expanded=\"false\" aria-controls=\"rstrongegulatory-and-risk-forms-4mld-strong-content\" data-target=\"rstrongegulatory-and-risk-forms-4mld-strong-content\" data-duration=\"400\" class=\"rbc-expandable-trigger-button rbc-expandable-trigger-button-between\">\n<h3 id=\"h-r-egulatory-and-risk-forms-4mld\" class=\"wp-block-heading h4\">R<strong>egulatory and risk forms (4MLD)<\/strong><\/h3>\n\n\n\n<p id=\"h-due-diligence\"><\/p>\n<div class=\"rbc-icon rbc-expandable-arrow rbc-expandable-arrow-right\"><i class=\"rbc-icon-img fal fa-angle-down\"><\/i><\/div><\/button><\/div>\n\n\n\n<div id=\"rstrongegulatory-and-risk-forms-4mld-strong-content\" aria-labelledby=\"rstrongegulatory-and-risk-forms-4mld-strong\" class=\"wp-block-rbcwm-expandable-block-content rbc-expandable-content rbc-expandable-content-inner-style content-2436005f-417f-4064-bd0e-d385a2e8c95e\"><div class=\"rbc-expandable-content-body\">\n<p><a href=\"https:\/\/www.rbcwealthmanagement.com\/assets\/wp-content\/uploads\/wme\/uk\/4mld-charity-form.pdf\" class=\"link-cta link-download\" target=\"_blank\" rel=\"noreferrer noopener\">4MLD charity form<\/a><br>AML charity client risk factors form<\/p>\n\n\n\n<p><a href=\"https:\/\/www.rbcwealthmanagement.com\/assets\/wp-content\/uploads\/wme\/uk\/4mld-corporate-form.pdf\" class=\"link-cta link-download\" target=\"_blank\" rel=\"noreferrer noopener\">4MLD corporate form<\/a><br>AML corporate client risk factors<\/p>\n\n\n\n<p><a href=\"https:\/\/www.rbcwealthmanagement.com\/assets\/wp-content\/uploads\/wme\/uk\/4mld-trust-form.pdf\" class=\"link-cta link-download\" target=\"_blank\" rel=\"noreferrer noopener\">4MLD trust form<\/a><br>AML trust client risk factors<\/p>\n<\/div><\/div>\n<\/div>\n\n\n\n<div class=\"wp-block-rbcwm-expandable-block rbc-expandable\">\n<div id=\"terms-and-conditions\" class=\"wp-block-rbcwm-expandable-block-title rbc-expandable-trigger rbc-expandable-arrow-wrap\"><button aria-expanded=\"false\" aria-controls=\"terms-and-conditions-content\" data-target=\"terms-and-conditions-content\" data-duration=\"400\" class=\"rbc-expandable-trigger-button rbc-expandable-trigger-button-between\">\n<h3 id=\"h-terms-and-conditions\" class=\"wp-block-heading h4\">Terms and conditions<\/h3>\n<div class=\"rbc-icon rbc-expandable-arrow rbc-expandable-arrow-right\"><i class=\"rbc-icon-img fal fa-angle-down\"><\/i><\/div><\/button><\/div>\n\n\n\n<div id=\"terms-and-conditions-content\" aria-labelledby=\"terms-and-conditions\" class=\"wp-block-rbcwm-expandable-block-content rbc-expandable-content rbc-expandable-content-inner-style content-ac5629c7-95f5-4120-983b-7598c4fb62ed\"><div class=\"rbc-expandable-content-body\">\n<p class=\"mt-1\"><a href=\"https:\/\/www.rbcwealthmanagement.com\/assets\/wp-content\/uploads\/wme\/uk\/RBC-Europe-Limited-Retail-Terms-Conditions-for-the-clients-of-financial-advisers.pdf\" class=\"link-cta link-download\" target=\"_blank\" rel=\"noreferrer noopener\">Intermediary Retail Client T&amp;Cs<\/a><br>For the clients of financial advisers<\/p>\n\n\n\n<p><a href=\"https:\/\/www.rbcwealthmanagement.com\/assets\/wp-content\/uploads\/wme\/uk\/Risk-Guide-for-Intermediaries-web.pdf\" class=\"link-cta link-download\" target=\"_blank\" rel=\"noreferrer noopener\">Risk guide for financial advisers<\/a><br>You will find an explanation of the RBC Brewin Dolphin risk categories and how we partner with you to thoroughly understand your clients\u2019 risk profile to create their bespoke portfolio<\/p>\n\n\n\n<p><a href=\"https:\/\/www.rbcwealthmanagement.com\/assets\/wp-content\/uploads\/wme\/uk\/RBCBD2429_2501_Protection-of-client-money-and-assets_9_BDi-1.pdf\" class=\"link-cta link-download\" target=\"_blank\" rel=\"noreferrer noopener\">Protection of client money and asset<\/a><br>RBC Brewin Dolphin has stringent processes in place to protect client money<\/p>\n<\/div><\/div>\n<\/div>\n\n\n\n<div class=\"wp-block-rbcwm-expandable-block rbc-expandable\">\n<div id=\"due-diligence\" class=\"wp-block-rbcwm-expandable-block-title rbc-expandable-trigger rbc-expandable-arrow-wrap\"><button aria-expanded=\"false\" aria-controls=\"due-diligence-content\" data-target=\"due-diligence-content\" data-duration=\"400\" class=\"rbc-expandable-trigger-button rbc-expandable-trigger-button-between\">\n<h3 id=\"h-due-diligence\" class=\"wp-block-heading h4\">Due diligence<\/h3>\n<div class=\"rbc-icon rbc-expandable-arrow rbc-expandable-arrow-right\"><i class=\"rbc-icon-img fal fa-angle-down\"><\/i><\/div><\/button><\/div>\n\n\n\n<div id=\"due-diligence-content\" aria-labelledby=\"due-diligence\" class=\"wp-block-rbcwm-expandable-block-content rbc-expandable-content rbc-expandable-content-inner-style content-2436005f-417f-4064-bd0e-d385a2e8c95e\"><div class=\"rbc-expandable-content-body\">\n<p class=\"mw-100 mt-1\" style=\"margin-top:0;margin-right:0;margin-bottom:0;margin-left:0\"><a href=\"\/brewin\/wp-content\/uploads\/sites\/10\/2023\/06\/Threesixty_Report.pdf\" class=\"link-cta link-download\" target=\"_blank\" rel=\"noreferrer noopener\">threesixty Due Diligence report<\/a><\/p>\n\n\n\n<p class=\"mw-100\" style=\"margin-top:0;margin-right:0;margin-bottom:0;margin-left:0\">Third party due diligence document created by threesixty<\/p>\n<\/div><\/div>\n<\/div>\n\n\n\n<div class=\"wp-block-rbcwm-expandable-block rbc-expandable\">\n<div id=\"target-market-and-fair-value-information\" class=\"wp-block-rbcwm-expandable-block-title rbc-expandable-trigger rbc-expandable-arrow-wrap\"><button aria-expanded=\"false\" aria-controls=\"target-market-and-fair-value-information-content\" data-target=\"target-market-and-fair-value-information-content\" data-duration=\"400\" class=\"rbc-expandable-trigger-button rbc-expandable-trigger-button-between\">\n<h3 id=\"h-target-market-and-fair-value-information\" class=\"wp-block-heading h4\">Target Market and Fair Value Information<\/h3>\n<div class=\"rbc-icon rbc-expandable-arrow rbc-expandable-arrow-right\"><i class=\"rbc-icon-img fal fa-angle-down\"><\/i><\/div><\/button><\/div>\n\n\n\n<div id=\"target-market-and-fair-value-information-content\" aria-labelledby=\"target-market-and-fair-value-information\" class=\"wp-block-rbcwm-expandable-block-content rbc-expandable-content rbc-expandable-content-inner-style content-ba5be1ef-08b3-4f5e-a4ef-2b2398e5930c\"><div class=\"rbc-expandable-content-body\">\n<p><a href=\"https:\/\/www.rbcwealthmanagement.com\/assets\/wp-content\/uploads\/wme\/uk\/dfm_target_market_fair_value_information.pdf\" target=\"_blank\" rel=\"noreferrer noopener\">Bespoke Discretionary Fund Management Target Market and Fair Value Information<\/a><\/p>\n\n\n\n<p><a href=\"https:\/\/www.rbcwealthmanagement.com\/assets\/wp-content\/uploads\/wme\/uk\/RBC-brewin-Dolphin-Bespoke-Retirement-Solution-Target-Market-Document-1.pdf\" class=\"link-underline\">Bespoke Retirement Solution Target Market and Fair Value Information<\/a><\/p>\n\n\n\n<p><\/p>\n<\/div><\/div>\n<\/div>\n<\/div><\/div><\/div><\/div>\n<\/div>\n<\/div>\n<\/div><\/div><\/div><\/section>\n\n\n\n<section class=\"wp-block-rbcwm-rbc-block rbc-block rbc-block-flush\"><div class=\"container\"><div class=\"row \"><div class=\"col-lg-12\">\n<section class=\"wp-block-rbcwm-rbc-block rbc-block rbc-block-grey has-block-grey-background-color has-background\"><div class=\"container\"><div class=\"row \"><div class=\"col-lg-12\">\n<header class=\"wp-block-rbcwm-block-header row rbc-block-header\"><div class=\"col-lg-12\">\n<div class=\"wp-block-rbcwm-media-card-columns row\">\n<div class=\"wp-block-rbcwm-media-card rbc-card-col-my rbc-media-card-col col-lg-6 col-md-6 col-12\"><div class=\"rbc-card rbc-media-card rbc-card-hover rbc-media-card-stacked-vertical \" data-observe=\"{&quot;add&quot;:&quot;ani-card-up&quot;,&quot;remove&quot;:&quot;ani-card-up-from&quot;}\"><div class=\"rbc-card-wrap\"><div class=\"rbc-card-body \"><h4 class=\"rbc-media-card-title rbc-media-card-title-wrap \"><span class=\"rbc-media-card-title-link\"><span>Research philosophy<\/span><\/span><\/h4><p class=\"rbc-media-card-text\">Rooted in impartiality, discipline and collaboration, our investment research philosophy focuses on uncovering long-term value. Every idea is explored through discussion and detailed analysis to identify opportunities that benefit your clients.<\/p><a href=\"https:\/\/www.rbcwealthmanagement.com\/en-uk\/intermediaries\/research-philosophy\" class=\"rbc-media-card-footer-link align-self-end link-chev rbc-card-link-full\"><span aria-label=\"More about our research philosophy\" class=\"rbc-media-card-cta-link\">More about our research philosophy<div class=\"rbc-icon\"><i aria-hidden=\"true\" class=\"rbc-icon-img fal fa-angle-right\"><\/i><\/div><\/span><\/a><\/div><\/div><\/div><\/div>\n\n\n\n<div class=\"wp-block-rbcwm-media-card rbc-card-col-my rbc-media-card-col col-lg-6 col-md-6 col-12\"><div class=\"rbc-card rbc-media-card rbc-card-hover rbc-media-card-stacked-vertical \" data-observe=\"{&quot;add&quot;:&quot;ani-card-up&quot;,&quot;remove&quot;:&quot;ani-card-up-from&quot;}\"><div class=\"rbc-card-wrap\"><div class=\"rbc-card-body \"><h4 class=\"rbc-media-card-title rbc-media-card-title-wrap \"><span class=\"rbc-media-card-title-link\"><span>Investment process<\/span><\/span><\/h4><p class=\"rbc-media-card-text\">Our process helps turn research into results \u2013 it brings together expert judgement, disciplined selection and continuous review. This ensures portfolios adapt to changing markets while staying true to your clients\u2019 financial objectives.<\/p><a href=\"https:\/\/www.rbcwealthmanagement.com\/en-uk\/intermediaries\/investment-process\" class=\"rbc-media-card-footer-link align-self-end link-chev rbc-card-link-full\"><span aria-label=\"Explore our investment process\" class=\"rbc-media-card-cta-link\">Explore our investment process<div class=\"rbc-icon\"><i aria-hidden=\"true\" class=\"rbc-icon-img fal fa-angle-right\"><\/i><\/div><\/span><\/a><\/div><\/div><\/div><\/div>\n<\/div>\n<\/div><\/header>\n<\/div><\/div><\/div><\/section>\n\n\n\n<div class=\"wp-block-rbcwm-rbc-button alignfull rbc-button-block row no-gutters align-items-end b-white blockId-33d25e0f-24ab-415e-a38d-c6b618082ced\"><div class=\"rbc-card\"><div class=\"rbc-card-wrap\"><div class=\"rbc-card-body\"><div class=\"row\"><div class=\"col-lg-8\"><h3 class=\"mb-0 rbc-button-block-title\"><span>Need assistance?<\/span><\/h3><hr class=\"hr-mini my-1-half bdr-warm-grey\"\/>\n<p class=\"paragraph-intro\"><\/p>\n\n\n\n<p>Our business development team is here to help answer any questions you may have about our MPS service or supporting materials.<\/p>\n<\/div><\/div><\/div><\/div><\/div><div class=\"col-lg-7\"><a href=\"https:\/\/www.rbcwealthmanagement.com\/en-uk\/intermediaries\/contact-us\" target=\"_self\" class=\"rbc-button rbc-button-block-cta rbc-button-large rbc-button-warm-grey rbc-button-block\" rel=\"noopener\"><div class=\"rbc-icon rbc-button-icon-right\"><i aria-hidden=\"true\" role=\"img\" class=\"rbc-icon-img fal fa-angle-right \"><\/i><\/div><span>Contact us<\/span><\/a><\/div><div class=\"rbc-button-block-text-col d-flex col-lg-4\"><div class=\"rbc-button-block-text flex-grow-1\"><div><span><a href=\"https:\/\/www.rbcwealthmanagement.com\/en-uk\/our-offices-and-people?type=people\">Find your regional contact<\/a><\/span><\/div><\/div><\/div><\/div>\n<\/div><\/div><\/div><\/section>\n","protected":false},"excerpt":{"rendered":"<p>Let our experts manage your investments with precision. Discretionary strategies built around your goals.<\/p>\n","protected":false},"author":34,"featured_media":0,"parent":31050,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_acf_changed":false,"editor_notices":[],"rbc_url_alias":"","footnotes":""},"rbcwm_content_owner":[],"class_list":["post-2057","page","type-page","status-publish","hentry"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v27.5 (Yoast SEO v27.6) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>DFM literature and factsheets &#8211; RBC Wealth Management United Kingdom<\/title>\n<meta name=\"description\" content=\"Let our experts manage your investments with precision. Discretionary strategies built around your goals.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.rbcwealthmanagement.com\/en-uk\/intermediaries\/discretionary-fund-management\/dfm-literature-and-factsheets\" \/>\n<meta property=\"og:locale\" content=\"en_GB\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"DFM literature and factsheets &#8211; RBC Wealth Management United Kingdom\" \/>\n<meta property=\"og:description\" content=\"Let our experts manage your investments with precision. Discretionary strategies built around your goals.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.rbcwealthmanagement.com\/en-uk\/intermediaries\/discretionary-fund-management\/dfm-literature-and-factsheets\" \/>\n<meta property=\"og:site_name\" content=\"RBC Wealth Management United Kingdom\" \/>\n<meta property=\"article:modified_time\" content=\"2026-06-08T21:38:42+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/www.rbcwealthmanagement.com\/en-uk\/wp-content\/uploads\/sites\/23\/2026\/05\/share-logo-rbc-wm.png?w=2000\" \/>\n\t<meta property=\"og:image:width\" content=\"1200\" \/>\n\t<meta property=\"og:image:height\" content=\"630\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/png\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data1\" content=\"3 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\\\/\\\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"https:\\\/\\\/www.rbcwealthmanagement.com\\\/en-uk\\\/intermediaries\\\/discretionary-fund-management\\\/dfm-literature-and-factsheets\",\"url\":\"https:\\\/\\\/www.rbcwealthmanagement.com\\\/en-uk\\\/intermediaries\\\/discretionary-fund-management\\\/dfm-literature-and-factsheets\",\"name\":\"DFM literature and factsheets &#8211; RBC Wealth Management United Kingdom\",\"isPartOf\":{\"@id\":\"https:\\\/\\\/www.rbcwealthmanagement.com\\\/en-uk\\\/#website\"},\"datePublished\":\"2023-06-22T17:39:20+00:00\",\"dateModified\":\"2026-06-08T21:38:42+00:00\",\"description\":\"Let our experts manage your investments with precision. Discretionary strategies built around your goals.\",\"breadcrumb\":{\"@id\":\"https:\\\/\\\/www.rbcwealthmanagement.com\\\/en-uk\\\/intermediaries\\\/discretionary-fund-management\\\/dfm-literature-and-factsheets#breadcrumb\"},\"inLanguage\":\"en-GB\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\\\/\\\/www.rbcwealthmanagement.com\\\/en-uk\\\/intermediaries\\\/discretionary-fund-management\\\/dfm-literature-and-factsheets\"]}]},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\\\/\\\/www.rbcwealthmanagement.com\\\/en-uk\\\/intermediaries\\\/discretionary-fund-management\\\/dfm-literature-and-factsheets#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\\\/\\\/www.rbcwealthmanagement.com\\\/en-uk\\\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"Intermediaries\",\"item\":\"https:\\\/\\\/www.rbcwealthmanagement.com\\\/en-uk\\\/intermediaries\"},{\"@type\":\"ListItem\",\"position\":3,\"name\":\"Discretionary Fund Management\",\"item\":\"https:\\\/\\\/www.rbcwealthmanagement.com\\\/en-uk\\\/intermediaries\\\/discretionary-fund-management\"},{\"@type\":\"ListItem\",\"position\":4,\"name\":\"DFM literature and factsheets\"}]},{\"@type\":\"WebSite\",\"@id\":\"https:\\\/\\\/www.rbcwealthmanagement.com\\\/en-uk\\\/#website\",\"url\":\"https:\\\/\\\/www.rbcwealthmanagement.com\\\/en-uk\\\/\",\"name\":\"RBC Wealth Management United Kingdom\",\"description\":\"\",\"publisher\":{\"@id\":\"https:\\\/\\\/www.rbcwealthmanagement.com\\\/en-uk\\\/#organization\"},\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"https:\\\/\\\/www.rbcwealthmanagement.com\\\/en-uk\\\/?s={search_term_string}\"},\"query-input\":{\"@type\":\"PropertyValueSpecification\",\"valueRequired\":true,\"valueName\":\"search_term_string\"}}],\"inLanguage\":\"en-GB\"},{\"@type\":\"Organization\",\"@id\":\"https:\\\/\\\/www.rbcwealthmanagement.com\\\/en-uk\\\/#organization\",\"name\":\"RBC Wealth Management United Kingdom\",\"url\":\"https:\\\/\\\/www.rbcwealthmanagement.com\\\/en-uk\\\/\",\"logo\":{\"@type\":\"ImageObject\",\"inLanguage\":\"en-GB\",\"@id\":\"https:\\\/\\\/www.rbcwealthmanagement.com\\\/en-uk\\\/#\\\/schema\\\/logo\\\/image\\\/\",\"url\":\"https:\\\/\\\/www.rbcwealthmanagement.com\\\/en-uk\\\/wp-content\\\/uploads\\\/sites\\\/23\\\/2026\\\/05\\\/rbc.png\",\"contentUrl\":\"https:\\\/\\\/www.rbcwealthmanagement.com\\\/en-uk\\\/wp-content\\\/uploads\\\/sites\\\/23\\\/2026\\\/05\\\/rbc.png\",\"width\":3000,\"height\":2000,\"caption\":\"RBC Wealth Management United Kingdom\"},\"image\":{\"@id\":\"https:\\\/\\\/www.rbcwealthmanagement.com\\\/en-uk\\\/#\\\/schema\\\/logo\\\/image\\\/\"}}]}<\/script>\n<!-- \/ Yoast SEO Premium plugin. -->","yoast_head_json":{"title":"DFM literature and factsheets &#8211; RBC Wealth Management United Kingdom","description":"Let our experts manage your investments with precision. Discretionary strategies built around your goals.","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/www.rbcwealthmanagement.com\/en-uk\/intermediaries\/discretionary-fund-management\/dfm-literature-and-factsheets","og_locale":"en_GB","og_type":"article","og_title":"DFM literature and factsheets &#8211; RBC Wealth Management United Kingdom","og_description":"Let our experts manage your investments with precision. Discretionary strategies built around your goals.","og_url":"https:\/\/www.rbcwealthmanagement.com\/en-uk\/intermediaries\/discretionary-fund-management\/dfm-literature-and-factsheets","og_site_name":"RBC Wealth Management United Kingdom","article_modified_time":"2026-06-08T21:38:42+00:00","og_image":[{"width":1200,"height":630,"url":"https:\/\/www.rbcwealthmanagement.com\/en-uk\/wp-content\/uploads\/sites\/23\/2026\/05\/share-logo-rbc-wm.png?w=2000","type":"image\/png"}],"twitter_card":"summary_large_image","twitter_misc":{"Est. reading time":"3 minutes"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"WebPage","@id":"https:\/\/www.rbcwealthmanagement.com\/en-uk\/intermediaries\/discretionary-fund-management\/dfm-literature-and-factsheets","url":"https:\/\/www.rbcwealthmanagement.com\/en-uk\/intermediaries\/discretionary-fund-management\/dfm-literature-and-factsheets","name":"DFM literature and factsheets &#8211; RBC Wealth Management United Kingdom","isPartOf":{"@id":"https:\/\/www.rbcwealthmanagement.com\/en-uk\/#website"},"datePublished":"2023-06-22T17:39:20+00:00","dateModified":"2026-06-08T21:38:42+00:00","description":"Let our experts manage your investments with precision. Discretionary strategies built around your goals.","breadcrumb":{"@id":"https:\/\/www.rbcwealthmanagement.com\/en-uk\/intermediaries\/discretionary-fund-management\/dfm-literature-and-factsheets#breadcrumb"},"inLanguage":"en-GB","potentialAction":[{"@type":"ReadAction","target":["https:\/\/www.rbcwealthmanagement.com\/en-uk\/intermediaries\/discretionary-fund-management\/dfm-literature-and-factsheets"]}]},{"@type":"BreadcrumbList","@id":"https:\/\/www.rbcwealthmanagement.com\/en-uk\/intermediaries\/discretionary-fund-management\/dfm-literature-and-factsheets#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"Home","item":"https:\/\/www.rbcwealthmanagement.com\/en-uk\/"},{"@type":"ListItem","position":2,"name":"Intermediaries","item":"https:\/\/www.rbcwealthmanagement.com\/en-uk\/intermediaries"},{"@type":"ListItem","position":3,"name":"Discretionary Fund Management","item":"https:\/\/www.rbcwealthmanagement.com\/en-uk\/intermediaries\/discretionary-fund-management"},{"@type":"ListItem","position":4,"name":"DFM literature and factsheets"}]},{"@type":"WebSite","@id":"https:\/\/www.rbcwealthmanagement.com\/en-uk\/#website","url":"https:\/\/www.rbcwealthmanagement.com\/en-uk\/","name":"RBC Wealth Management United Kingdom","description":"","publisher":{"@id":"https:\/\/www.rbcwealthmanagement.com\/en-uk\/#organization"},"potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https:\/\/www.rbcwealthmanagement.com\/en-uk\/?s={search_term_string}"},"query-input":{"@type":"PropertyValueSpecification","valueRequired":true,"valueName":"search_term_string"}}],"inLanguage":"en-GB"},{"@type":"Organization","@id":"https:\/\/www.rbcwealthmanagement.com\/en-uk\/#organization","name":"RBC Wealth Management United Kingdom","url":"https:\/\/www.rbcwealthmanagement.com\/en-uk\/","logo":{"@type":"ImageObject","inLanguage":"en-GB","@id":"https:\/\/www.rbcwealthmanagement.com\/en-uk\/#\/schema\/logo\/image\/","url":"https:\/\/www.rbcwealthmanagement.com\/en-uk\/wp-content\/uploads\/sites\/23\/2026\/05\/rbc.png","contentUrl":"https:\/\/www.rbcwealthmanagement.com\/en-uk\/wp-content\/uploads\/sites\/23\/2026\/05\/rbc.png","width":3000,"height":2000,"caption":"RBC Wealth Management United Kingdom"},"image":{"@id":"https:\/\/www.rbcwealthmanagement.com\/en-uk\/#\/schema\/logo\/image\/"}}]}},"publishpress_future_action":{"enabled":false,"date":"2026-07-13 05:32:59","action":"change-status","newStatus":"draft","terms":[],"taxonomy":"rbcwm_content_owner","extraData":[]},"publishpress_future_workflow_manual_trigger":{"enabledWorkflows":[]},"distributor_meta":false,"distributor_terms":false,"distributor_media":false,"distributor_original_site_name":"RBC Wealth Management United Kingdom","distributor_original_site_url":"https:\/\/www.rbcwealthmanagement.com\/en-uk","push-errors":false,"last_revision_date":"2026-06-08 21:38:40","_links":{"self":[{"href":"https:\/\/www.rbcwealthmanagement.com\/en-uk\/wp-json\/wp\/v2\/pages\/2057","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.rbcwealthmanagement.com\/en-uk\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/www.rbcwealthmanagement.com\/en-uk\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/www.rbcwealthmanagement.com\/en-uk\/wp-json\/wp\/v2\/users\/34"}],"replies":[{"embeddable":true,"href":"https:\/\/www.rbcwealthmanagement.com\/en-uk\/wp-json\/wp\/v2\/comments?post=2057"}],"version-history":[{"count":78,"href":"https:\/\/www.rbcwealthmanagement.com\/en-uk\/wp-json\/wp\/v2\/pages\/2057\/revisions"}],"predecessor-version":[{"id":56633,"href":"https:\/\/www.rbcwealthmanagement.com\/en-uk\/wp-json\/wp\/v2\/pages\/2057\/revisions\/56633"}],"up":[{"embeddable":true,"href":"https:\/\/www.rbcwealthmanagement.com\/en-uk\/wp-json\/wp\/v2\/pages\/31050"}],"wp:attachment":[{"href":"https:\/\/www.rbcwealthmanagement.com\/en-uk\/wp-json\/wp\/v2\/media?parent=2057"}],"wp:term":[{"taxonomy":"rbcwm_content_owner","embeddable":true,"href":"https:\/\/www.rbcwealthmanagement.com\/en-uk\/wp-json\/wp\/v2\/rbcwm_content_owner?post=2057"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}