This is a secure, online system that can hold all your investments and provide online, up to date valuations and information. The platform has its own generic tax wrappers (ISAs, Pensions and Investments) and can hold any approvable asset, from Equities (shares) to ETFs, bonds and cash. The platform has one low simple charge, strips out all retail costs and provides 'wholesale' investment pricing.
In order to register for the platform, or if you have any problems accessing your account, please contact us on firstname.lastname@example.org or telephone 0117 214 0870.
The first phase of the rollout of your new platform has started. During this phase, advisers may still need to access both platforms.