For investors who require the option of investing outside of a pension and an ISA. Investments can be made either as a lump sum or as a regular savings plan. Once invested, your clients will have access to over 5,500 investment options.
Our Investment Account offers access to over 5,500+ funds and ETIs, such as Exchange Traded Products, Investment Trusts and equities, from over 240 different fund partners. All assets are held in one account and there are no restrictions on the amount a client can invest or withdraw.
In order to help you in your due diligence process, we have produced a guide covering the reasons why you can recommend our Investment Account to your clients.
It covers all the features of our Investment Account, including the investment range and charges as well as platform services such as reporting and our adviser fees services.
Download guideInvestment Finder offers you a range of search criteria to help you find fund and exchange-traded investments for your clients.
Insights, guides and fund information to aid your client discussions on this growing area of investment.
Find out all you need to know about setting up and managing model portfolios and using defined models from Discretionary Fund Managers.
Overview