BECOMING A CLIENT

Becoming a client of Platform One will enable you to hold your investments in one place so that you can see them clearly and monitor their performance easily.

This offers a more efficient alternative to your investments being held by a number of different companies, each with their own account numbers and paperwork.

The service also gives you the ability to benefit from discounts and cost savings when purchasing funds or shares.

In addition, you are able to obtain valuations, portfolio downloads, trade details and tax return information at the press of a button.

The service is only available through a financial adviser. If your adviser is not yet registered with Platform One they can do this quickly and easily.

BENEFITS

  • Convenience & cost control
  • On line access to your investments 24/7
  • Worldwide & specialist funds
  • At least 5 different currencies available through our offshore services.
  • Your investments held securely by our independent custodians
  • Platform One – Authorised and Regulated by the Financial Conduct Authority

For those who have acquired wealth, often by years of personal endeavour, the preservation of that wealth and its investment for the future is always a primary concern. Platform One is there to facilitate these objectives and to enable such individuals and their advisers to manage and monitor their investments effectively.

Michael Fordham – Managing Director

FOR FURTHER INFORMATION PLEASE CONTACT:

rita-square

Rita SolankiBusiness Development Manager
+44 (0)345 366 5445
+44 (0)7920 798712
rita.solanki@platform1online.com
Skype Me

The value of investments, and any income received from them, can fall as well as rise and you may not get back what you invested. For some investments this can also happen as a result of exchange rate fluctuations as shares and funds may have an exposure to overseas markets.