UK PLUS

Platform One UK Plus provides everything you need to efficiently and effectively manage your client’s investments in one place:

  • Personal Client Service & Account Management
  • Whole of market – Open Architecture
  • Designed with HNW client complexities in mind
  • Comprehensive support and training
  • Origo Options available for SIPP transfers
  • Over 2,000 retail & institutional funds
  • ETF’s, Investment Trusts and UK Listed Equities
  • Structured products
  • Quick and efficient Online application process
  • Model Portfolios – which can include ETF’s etc
  • Research Centre and Fund Analysis tools
  • Comparative Performance Reports
  • Current and back-dated Valuations
  • DFM options

UK PLUS FEES

  • 0.30% on balances up to £1million
  • 0.09% on balances between £1 million and £3 million
  • 0.07% on balances between £3 million and £5 million
  • 0.03% on balances in excess of £5 million

Inclusive of fund dealing charges.