Re-registering or transferring client assets to Fidelity Adviser Solutions brings lots of advantages. You can manage all of your clients’ accounts in one convenient place and you benefit from streamlined reporting, for example, and efficient management of your fees.
If you are creating your own client approach letters, our sample client letter wording can be used in conjunction with our product literature and contains all the latest facts and figures on why you can recommend us to your clients.
We are dedicated to offering you all the products and services you require in order to meet your clients’ needs. This includes providing access to tax-efficient ISAs and an Investment Account for non-tax wrapped investments.
Our aim is to make managing your clients investments a simple and straightforward process for both you and your clients. This guide is a helpful aid to introduce your client to investing with Fidelity through an adviser or intermediary.
