This covers the extent to which automated processes between the DFM and LV= are embedded and work well for the benefit of advisers and customers in addition to delivering operational efficiencies and reducing risk.
The summary:
All companies were graded as either excellent or very good. This is demonstrated by their ability to interact electronically in key areas e.g. cash flow management, daily valuation feeds and their willingness to work with us further in this area. There have also been no noticeable themes arising from discussions around operational effectiveness for any of the companies via our internal Strategic Partners Retirement Operational Group meetings.
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