The value of investments can go down as well as up, and the investors could get back less than was paid in.

Due diligence support

We understand there’s a lot to consider when choosing an investment platform.

We thought about the key questions you need to ask all providers to comply with the regulator's requirements for each stage of the selection process. Take a look at our guide to find out more.

Download our due diligence guide

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Defaqto
Gold rating for platform service 2021
deafaqto gold platform service 2021
Defaqto
Five star rating for platforms 2021
defaqto expert rated 2021
Schroders
2020 UK Platform award for best Platform Provider
Schroders best platform 25 billion
AdviserAsset
Platinum rating for Elevate
Elevate rating
AKG
A financial strength rating
AKG A rating

Watch the video to learn more about our Defaqto ratings

Graham Jack from Defaqto discusses why ratings are important for advisers. He also explains the 2020 platform rating process, score criteria and the results of the recent service survey.

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