Menu open icon Search icon Close icon facebook twitter youtube instagram linkedin Butterly graphic Facebook share icon Linkedin share icon Email share icon Twitter share icon Download Icon

perfORM ‘Due Diligence Matters’ – November News Bulletin

perfORM Due Diligence Services (perfORM), is an award-winning provider of Operational Due Diligence (ODD) services for a diverse base of UK and international allocators, investment managers and service providers.

Each month they release a bulletin, known as ‘Due Diligence Matters’ which provides an update on what they are seeing in the evolving world of ODD.

This month’s edition of the bulletin focuses on the new rule that has been proposed by the SEC which would prohibit registered investment advisers from outsourcing certain services and functions without conducting due diligence on service providers.

To read the November edition of the ‘Due Diligence Matters’ bulletin, click here.

To find out more about perfORM and how they can help you, get in touch with Co-Heads Quentin Thom or James Newman directly.

Our resources and strengths

We value shared ownership

We operate around the principle that if our people have a stake in the business, they will do a better job for our clients.

We invest in people

Over 83% of our employees hold a relevant professional qualification or are working towards this through our dedicated JTC Academy.

We embrace technology

We operate a variety of best-in-class systems to deliver and maintain an impeccable standard of administration and use technology to innovate in both service delivery and efficiency.

We value relationships

We aim to work with clients who share our belief in the importance of building strong relationships over time.

Submit an Enquiry

Please use this short form to help us respond to your enquiry as efficiently as possible.