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Platforms offer a one-stop-shop for investing in and switching between a broad range of pooled funds from many different fund managers.
They can give your client’s SIPP access to funds at potentially reduced charges (dependent on platform and IFA arrangements) and allow for efficient investment execution and administration. You are able to choose from a number of different platforms.
We have a number of platforms which are e-investment affiliates including Ascentric and Fundsnetwork, and also Cofunds which is our default platform. Being e-investment affiliates mean your clients benefit from automatic daily transaction updates to our systems and no transaction fees from us.