Platforms

We have agreements in place with the UK’s leading platform providers that enables your fund adviser to manage all, or part of the investment using the functionality of each platform.

With this service, you can switch funds using the platform, changing them in line with your investment objectives and risk profile. Your fund adviser can also select a discretionary model portfolio if available on your chosen platform. For added flexibility, you can appoint multiple platform managers to the same bond.

Each platform offers different levels of fees and charges based on the size of your portfolio and the number of times your fund adviser trades your holdings. Speak to your fund adviser to find out if this service could be right for you.

You can use a platform with the following products:

• Premiere accounts
• Wealth Preservation Trust
• Elite and Prestige accounts
• Controlled Access Trust