You, as the adviser, own the relationship with your clients. That is why we will only contact your clients directly if we have a regulatory responsibility to do so.
Any communication we send to them is produced to fully support the relationship you have with your clients and we direct them to you in the first instance.
You can give your clients access to our platform if that fits with your business model. This can be on a view only basis or include the ability for them to trade.
You can feel confident that as a provider we not only value the relationship you have with your clients but respect it. Our role is to make it easy to do business with us and continue to provide excellent service to you and your clients.
We have service commitments in place, always aiming to make sure your requests are completed accurately, first time and on time.