Supporting you with your book moves

This hub has been created for advisers who have expressed an interest in doing a book move to Fidelity and provides the support and information needed to ensure a smooth process for consolidating your clients’ assets on to the Fidelity Adviser Solutions platform.

There are numerous benefits to consolidating assets into fewer platforms. 

• A consistent approach and client experience.
• Possible reduction in overall cost to your clients.
• Administration of centralised investment process.
• Reduced costs to administer client assets.
• Increase staff knowledge leading to a reduction of errors. 

Consolidating to a single platform may not be the best option for your clients. It is important that your clients are happy with the investment choices they make as consolidating to a new platform may result in a loss of benefits that they currently receive at their other provider. The value of your client’s investments may rise or fall following a transfer, and they could get back less than they invested. If you are moving your client’s money into new funds, we can support you in providing detailed fund information that can be given to your client.