INTERNATIONAL

The International Service is for financial advisers and their clients from around the world who need to access the benefits of a UK regulated wrap platform where RDR style remuneration is available.

In Europe countries such as Ireland and Switzerland are looking at the possible introduction of RDR-type regulation. Our International Service can appeal to advisers who want to positively anticipate such a change, and stay ahead in their local market.

Platform One offers a financially secure, online investment consolidation service with access to traditional, sophisticated and specialist products to meet the needs of your clients.

We give you the ability to focus on what’s really important – managing your clients’ investments.

KEY FEATURES

  • 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
  • Nil initial fund fee & 100% fund rebates credited to the client’s cash account
  • 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

ADVISERS SERVED

Flexible charging structures, online trading, outsourced investment management and instant valuations 365 days a year, the service is aimed at:

  • Clients of UK advisers and advisers in RDR jurisdictions with offshore assets
  • Clients of offshore advisers who prefer an explicit fee service
  • Offshore advisers building value with a fee-based revenue model

PRODUCTS

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

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