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Our investment range

No matter which investment model you operate within your business, our vast array of investment options is perfect for your needs. It caters for those who construct bespoke client portfolios, use model portfolios or outsource investment strategy to a Discretionary Fund Manager.

We offer over 5,500 funds, shares, ETFs and Investment Trusts from more than 240 leading providers.

Your clients are able to invest in equities from the FTSE100, FTSE250, FTSE All-Share and FTSE AIM 100 with some shares from the ISEQ20. This range is available within ISAs, Investment Accounts and our Pension. They can be bought and sold as part of lump sum investments and regular savings plans and can be included within model portfolios. In addition, supported equities can be re-registered to the platform.

Corporate actions can be viewed online once you have selected your client.

Low dealing fees apply along with and Stamp Duty of 0.5%.

More on charges

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