About us
Model portfolio services
Support services
Support services
Bereavement Adviser fees services Reporting services Back office integration Information only advisers Transferring clients between firms Capital gains reporting Re-registrations and transfers What platforms do - an explanation for your clients IPOs and Placings Supporting vulnerable clients
OverviewNews & Insights
News & Insights
Insights and opinions Fidelity Adviser Solutions press releases Building profitable practices
Building profitable practices
Guidance & advice
Technical matters
Technical matters
Replacement of the lifetime allowance Retirement Income Pension forum The Platform Clinic Pension, retirement and tax planning Pensions tax relief and annual allowances The beneficiaries flexi-access drawdown conundrum Retirement and pensions training Personal tax and trust planning training Compliance and regulatory matters Using technology to manage regulatory change
More support
Utmost Wealth Solutions − offshore bond products
You can now choose to invest in our platform's fund range and utilise our Model Portfolio capabilities, within the following Utmost Wealth Solutions offshore bond products:
- Utmost Limited − Evolution and Estate Planning Bonds
- Utmost PanEurope dac − Selection and Generation Planning Bonds
This includes access to:
- Our standard fund range subject to offshore bond investment rules
- Our Model Portfolio capability for the assets held on our platform
- Our client management service and online reporting tools
Your client's money will initially be placed via Utmost into the Fidelity Cash Fund, giving you the freedom to switch online into their preferred investment options.
As with the other investment wrappers available on the platform, clients can benefit from unlimited free switching (for dual priced funds there may be an additional bid-offer spread and fund managers may levy buy and sell charges).
If you choose to invest in exchange-traded investments for your clients, then a low dealing fee will apply.
Please note that the value of investments and the income from them can go down as well as up so clients may get back less than they invest. Tax treatment depends on individual circumstances and all tax rules may change in the future.
Investing in an Utmost Wealth Solutions International Bond
All you need to know about setting up and administering client accounts.
Permitted investments
As you will be aware, some fund types are not permitted to be held within an offshore bond wrapper.
Please ensure that the funds you wish to access on behalf of your clients are permissible under the offshore bond rules. Our online fund range is not restricted – please refer to the Utmost Investment Parameters if you are in any doubt.
Forms
Further information
This is an Utmost owned product and therefore all aspects of the administration, including illustrations and the facilitation of adviser fees, are managed by Utmost Limited and Utmost PanEurope dac.
The underlying assets sit on our platform alongside your clients' other accounts in the form of a Corporate Account in the name of Utmost. Underlying clients will be identifiable by a unique designation.
For further information, you can contact Utmost's Customer Support team directly:
Telephone: +44 (0)1624 643 345
Email: customersupport@utmostwealth.com
Alternatively, please speak to your usual Fidelity representative.