Contents of SHORT Reports

For AKG DFM Profile & Financial Strength Reports

The information currently included in each SHORT Report in AKG's series of DFM Profile & Financial Strength Reports is structured as follows:

Information on the main company:

For each report, detailed analysis is provided in respect of the company which is the platform provider within the group.

Corporate Data

DFM Financial Strength

A brief summary of the key factors that AKG feels are most pertinent to its assessment of the company’s DFM Financial Strength.

Key Financial Data

Further brand-related information:

Proposition

Assets under Management (AuM)

A table showing the change in Assets under Management (AuM) in each of the last three accounting periods, together with the annual growth rate in AuM expressed as a percentage.

Image and Strategy

AKG’s views on how the brand is perceived in the marketplace and the current strategy adopted.

Distribution

Service

An overview of the organisation’s approach to servicing business under the brand name.

Annual Review

AKG's comments on how the brand has performed during the year under review, particularly relative to its peers.

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