Frequently Asked Questions
As an adviser, why would I use a DFM service ?
How do I invest my client’s money into Fusion’s Portfolios?
Where can I invest my clients money into Fusion’s portfolios?
What wrappers are Fusion Portfolios available in?
Who holds my clients investments and cash?
What is your charging structure?
Is there an minimum investment into Fusion’s portfolios?
Where can I view investment performance?
What are Fusion’s concentration limits for portfolios?
How often are the portfolios rebalanced?
How do I obtain Fusion’s Terms of Business?