GLOBAL

The Platform One Global Service enables advisers to offer a value-added multi-currency service to their clients from around the world.

Whether your clients are ex-pats or internationally resident, Platform One provides access to the benefits of a UK regulated Wrap Platform with exceptional service standards. This leaves you free to focus on what’s important; supporting them effectively and managing their investments.

Features include online portfolios, trading and valuations, a range of specialist products, outsourced investment management options including model portfolios or a delegation to a corporate trustee.

The service is designed to support your business with a commission – based model that can include initial and recurring income remuneration structures.

KEY FEATURES

  • Traditional commission-based model
  • Whole of market & open architecture
  • Investments held securely by Banque de Luxembourg
  • A wide range of wrappers from GIAs and Bonds to SIPPs, QROPs and Trust Accounts – see our separate Fact Sheet for a full list
  • Invest with Fund Managers, Mutual Funds, Investment Trusts, ETFs, Structured Products and Equities
  • Online access for Adviser, Client & Trustee
  • Online trading
  • Create personal reports
  • Fund comparison tool
  • Illustration tools
  • Cash management service
  • Cash and payments in six main currencies
  • Dedicated Client Service Team- English language support
  • Specialist products and services for HNW clients
  • Platform One is authorised and regulated by the FCA
  • Passported throughout the EU

PRODUCTS

  • Investment accounts
  • SIPPs
  • QROPs/QNUPs
  • Equities traded on international markets
  • Offshore bonds
  • Specialist investment products

TECHNOLOGY

Platform One gives you online access to client portfolios via a secure, modern and intuitive system that we have developed and own the rights to.

Holdings can be viewed and valuations, whether current or historic, can be accessed anywhere in the world, at any time. Platform One is able to show consolidated assets for both UK and offshore investments.

Once registered an adviser will have their own secure login credentials and be able to carry out the following main functions:

  • Perform client and account specific searches
  • Create illustrations
  • Trade on a client’s account (buy/sell/switch)
  • Obtain updates on transfers in progress
  • Access our unique electronic document library
  • Access the fund library (provided by Morningstar)
  • Create current and historic valuations

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For more information please contact:
Rita SolankiBusiness Development Manager
+44 (0)345 366 5445
+44 (0)7920 798712

DOWNLOAD OUR FACTSHEET