UK PLATFORM SERVICES

Our UK Wrap Platform provides a financially secure service designed for UK advisers, family offices, trustees, discretionary fund managers, and their top tier clients.

Platform One’s premium and bespoke UK service has been specifically developed with the HNW sector in mind.

Leading edge technology is underpinned with a refreshingly personal service. Platform One offers a unique combination of traditional, sophisticated and specialist financial products to meet the complex needs of wealthy clients.

Access to a comprehensive range of funds and other securities is essential. Platform One currently offers over 3,400 funds – and it’s growing every week. With Platform One, you can chose from a wide range of third party providers, offering Pension and Bond wrappers that suit your clients’ needs. This means new and existing business can be placed on the Platform One Wrap, without surrendering the policy or causing chargeable events.

The support available from us is professional and expert. We will always treat you as we would expect to be treated ourselves.

An online service that enables advisers and their clients to trade has become commonplace in the Wrap market. Platform One also provides current and historic valuations, X-Ray functionality, online tax certificates, the facility to move funds from wrapper to wrapper, back office integration, non-custody asset valuations, online contract notes and our online illustration tool, all without having to pick up the phone.

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

It is simple to register as a professional adviser. Our Business Development Manager will ensure everything runs smoothly as we begin working together, helping you to get the best out of Platform One.

WHAT WE OFFER

  • Over 3,600 retail & institutional funds
  • Over 640 Exchange Traded Funds (ETFs)
  • Over 300 Investment Trusts
  • Structured Products
  • Over 5000 OEICs & Unit Trusts
  • Model Portfolios
  • Equities
  • Fixed Term Cash Deposits
  • Offshore collectives including SICAVs
  • DFM options
  • Complex products & non-custody assets

PLATFORM ONE PRODUCTS

  • General Investment Accounts
  • ISAs
  • Pensions: SSAS : SIPPs : QROPs
  • Junior ISAs
  • AIM IHT ISAs
  • AIM IHT Portfolios
  • Trusts
  • Offshore Bonds
  • Model Portfolios
  • EIS and Seed EIS

Platform One 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
  • Wide range of investments, tax wrappers and specialist products
  • Established multi-currency International Service.

DOWNLOAD OUR FACTSHEET

 

LINKS

Bespoke Facilities

Supporting Partners

Overseas Advisers

Account Activation Guide