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AscentricThe Ascentric Wrap Platform enables IFAs to transfer their client's assets onto a single platform and provide them with the ability to manage their clients' financial needs in just one place and to switch products and funds easily to achieve better investment returns for the client.

For the client the Ascentric wrap platform allows a consolidated view of their investments across all asset types and tax wrappers, leading to greater control of their affairs.

A significant benefit of this 'single view' will be the ability to analyse properly asset allocation thus ensuring that portfolio risk reflects accurately client tolerance and can easily be modified should objectives or risk tolerance change over time.

Ascentric allows direct holdings of unit trusts, OEICs, equities, bonds (government gilts and corporate bonds), life assurances and cash, as well as the ability to record assets and/or liabilities like property, mortgages, loans and life assurance policies.

Our service provides extensive facilities to administer Independent 'Whole of Market' access to third party products e.g. SIPPs and Offshore Bonds. We have a wide selection of asset types including over 1900 funds, shares, bonds and cash. IFAs can also ‘own brand’ to give their clients a seamless login from their own website.

 

Contact details

Michael Fordham
T : 0871 423 6100
F : 0845 017 6293
michael.fordham@fundsdirect.co.uk

External

Address

9 Palace Yard Mews
Bath
BA1 2NH


 

Account opening
In order to open an account with Ascentric for your client's SIPP with Suffolk Life, please contact our Account Opening Team on 01473 296905.

Disclaimer

This information is intended for investment professionals and should not be relied upon by private customers or any other persons.