Here to help
Our account management team is on hand to guide you through our products, or help answer any general questions you have.
Welcome to our dedicated page for Quilter advisers
We are the UK’s leading provider of international investment linked life assurance and capital redemption products and tax-efficient trust solutions, and we offer you and your clients stability against a backdrop of industry mergers and acquisitions. Our long-term approach means we can look after your clients’ evolving needs at every level of our business.
Our account management team is on hand to guide you through our products, or help answer any general questions you have.
You have direct access to our market leading technical team for help on all retirement, estate planning, offshore, tax and trust questions.
Find out how our Premiere Accounts are a flexible, tax-efficient way to build up savings.
Access our widest range of funds.
You can access our open architecture range through a selection of our Isle of Man and Dublin based investment linked life assurance and capital redemption products. This range gives you access to an almost unlimited selection of investment options, ranging from cash deposits to collective investment schemes and platform assets and allows you to build a portfolio that truly meets your client's individual circumstances and attitude to risk and reward.
Your investment options
Our open architecture range lets you choose from any cash deposit, fund, investment trust, exchange-traded fund and platform asset, that meets UK HMRC regulations, EU Solvency II requirements, and is acceptable to us.
What are the benefits?
Access the expertise of an investment manager.
Our Premiere and Premiere Europe Accounts are a flexible, tax-efficient way to build up savings. There is the option to choose to make a regular minimum payment of £500 a month, or single payments of £7,500. There’s no limit to the amount that can be invested and your clients can make extra payments as and when they like. This account could be ideal for anyone who’s already used up their ISA or pension allowance or who wants to invest in a tax-efficient way.
We’re delighted to be working with Quilter and to be able to offer you special terms on our Premiere and Premiere Europe Accounts as set out below. You have a choice of 3 pricing options:
Option 1 Initial price, No AMC Admin fee £180.60 or £210.70 |
|
Min Inv |
Rate % |
£100k |
1.05 |
£250k |
0.85 |
£500k |
0.75 |
£750k |
0.65 |
£1million |
0.55 |
£3million |
0.5 |
For SPS service +0.05% to the figures above
+ Important: All other terms and charges for our products remain unchanged. Please refer to the CLI and CLIA charges and fees document
Option 2 (IOM only) 5 years AMC Admin fee of £180.60 or £210.70 |
|
Min Inv |
Rate % |
£100k |
0.248 |
£250k |
0.2 |
3500k |
0.176 |
£750k |
0.152 |
£1million |
0.128 |
£3million |
0.12 |
Option 3 AMC with admin fee of £210.70pq |
|
Min Inv |
Rate % |
£100k |
0.2 |
£250k |
0.17 |
£500k |
0.15 |
£750k |
0.13 |
£1million |
0.11 |
£3million |
0.1 |
We offer technical help and guidance from industry-recognised experts, who are also available to give presentations at events, seminars and webinars. We produce client case studies, sales aids, videos, tech-casts, podcasts, and calculators. And we also provide training virtually or face-to-face.
Get technical support, guidance and CPD content with ican academy.
Check out our latest issue of Technical Eye, our adviser magazine that looks at issues around retirement planning, tax and estate planning and investment solutions.
For all the latest industry news, views and press commentary.
Find help and support for your client's products.
Support material for product/service queries and information.
Paul Schrijver, Head of Bond Sales
0790 0705206