How do I appoint or change a model manager or DFM?

Posted February 26, 2026

A DFM is automatically applied when you buy into a model. Therefore, to appoint a DFM, simply buy into a model on the platform. Navigate towards the appropriate client, then to the account you wish to link to the model and select the ‘Buy’ option.

Please note that a client account can only be linked to one model at a time, and any rebalances are at the discretion of the fund manager.

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