Service Centre

Our platform is a digital first, paperless solution aimed at increasing efficiency for advisers and enhancing the user experience. We offer a range of new functionality including:  

• Instant deposits and auto-investments functions so investments get to market faster.  
• Contracted settlement for faster switches.  
• Tiered adviser charging with full flexibility on fees.
• Paperless user journeys with no documents or signatures required. 

We currently offer a General Investment Account, Flexible Stocks & Shares ISA, Flexible Stocks & Shares Junior ISA and a Self-Invested Personal Pension.

We offer an extensive asset universe on the platform including ETFs, funds and investment trusts. We do not offer fixed income securities, structured products, unlisted equities, nor options or other derivative products. 

Our platform offering is currently only available to our partner IFAs and their clients. 

No, there is no minimum holding stipulated and we do not charge a minimum fee so your client can invest as much or as little as they want on the platform.  

No, there is no minimum cash balance so clients can remain fully invested. 

Yes, we offer a multi-model approach so advisers can hold various investment strategies in one wrapper type. 

More questions and answers can be found in our Self-Service Centre.