propositionsClient suitability made easier
We offer a choice of two investment propositions, depending on client needs. Funds and Funds Plus.
This is as important for your clients in being able to find a suitable investment mix to match their particular needs as it is for being able to demonstrate that your choice of platform does not put you at risk of compromising your independence.
Our Funds proposition offers access to DFMs and our Model Portfolio Service. A list of our current partners is available on our Model Portfolios page.
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Flexing with your changing needs
Should your clients or business needs evolve over time, we can support you with a managed transfer process between each investment proposition too, at your option. All part of our commitment to making it as simple as possible to do business with us.