Important – We will be unable to allocate monies to the 18/19 tax year for any new applications or ISA Decs received after 5.30pm Tuesday 2nd April.
WELCOME TO THE SUCCESSION INVESTMENT PLATFORM
The Succession Investment Platform harnesses the latest internet-based online technology in a secure environment allowing Financial Planners and their Clients access to a wide range of investments and tax wrappers in a single place.
It offers unrivalled whole of market access spanning all major asset classes as well as specialist investment solutions. Current valuations are available across client portfolios on a real-time basis.
If you are experiencing any technical difficulties with the Succession Investment Platform, please contact the Succession Support Desk at: email@example.com or tel: 0345 074 5848.
If you are a client and you are experiencing any technical difficulties or have any queries regarding your platform account, please contact your Financial Planner.
The rollout of our new platform is ongoing.
If you need to access the old platform:
- Log in to the old platform.