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Access a range of pooled, customised or individual portfolio solutions to fit your preferred Centralised Investment Proposition. Our technology simplifies your process and makes it easier to offer clients more value.
Fully tailored options for clients to access their money in the most tax-efficient way. Clients can also get one payment across all tax wrappers on a date that suits them.
Get peace of mind with Wrap pre-funding. We cover new investments, fund switches, tax relief and rebalancing with our own money while payments clear. This means out-of-market time can be minimised for clients.
Access SICAVs, stocks, shares, ETFs, AIM portfolios, and the ability to add specific funds or investments on request. Plus, the flexibility to choose from a wide choice of responsible investments, from ESG integration to ethical, socially responsible and impact funds.
We offer a simple rate card for transparent pricing, including a 15bps flat fee option for clients with over £1m Platform Eligible Assets. Clients also get freedom of choice with full drawdown flexibility.
Our expert platform contact centre, relationship managers and technical consultants are on hand to help with your client and business queries.
We consistently invest in our business and operational resilience so we can continue to deliver an enhanced experience for all our clients.
We have a history of supporting advisers with regulatory and industry change and consistently delivering the latest, progressive requirements on our platform.
Information correct as of February 2021
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