In order to enhance our service, we often recommend clients move their eligible funds onto what are often called platforms, wraps or fund supermarkets. This process (known as “re-registration”) does not alter the ownership of your investments – nor does it mean that if the investment is a PEP,ISA or Pension that they lose the tax efficiency of the tax wrapper.
However it will provide some significant benefits:
- When you review your investments, we will have your up to date portfolio details on line with a few minutes.
- You will receive one consolidated valuation listing all your funds.
- A report . It will analyse your portfolio and show you how each of the funds has performed.
- Facility to switch the funds between the funds offered by over 60 different fund managers and 1000 different funds.
- One contact point – should anything happen to you, your family have just one organisation to deal with.
- On-line access – We will set up an online facility for you to check the value of your investments at any time.
Here are some of the common platform providers
Skandia www.skandia.co.uk
Cofunds www.cofunds.co.uk
Transact www.transact-online.co.uk
Fundsnetwork www.fidelity.co.uk
