STREAMLINED OPTIONS

Name E-affiliate Global investment agreement Webpage Additional Information
   What is an e-investment affiliate?  What is a global agreement?    
Amundi UK Limited      
Ascentric External internet link Click for additional information
Axa Investment Managers   External internet link  
Barratt & Cooke Limited  External internet link
Berry Asset Management Plc External internet link
BNP Paribas Investment Partners      
Border Asset Management Limited      
Brewin Dolphin Limited  External internet link Click for additional information
Brooks Macdonald Asset Management Limited External internet link Click for additional information
C Hoare & Co  
Cardale Asset Management Limited External internet link
Cazenove Capital Management Limited External internet link Click for additional information
Charles Stanley & Company Limited External internet link Click for additional information
Cheviot Asset Management Limited External internet link
Close Asset Management Limited External internet link Click for additional information
Cofunds N/a External internet link Click for additional information
Collins Stewart Limited    
Cornelian Asset Managers Limited  External internet link Click for additional information
Credo Capital Plc External internet link Click for additional information
Deutsche Bank Private Wealth Management   External internet link  
Duncan Lawrie External internet link  
FasTrade   External internet link Click for additional information
Fieldings Investment Management Limited (where
Charles Stanley or Smith and Williamson are used as custodian) 
External internet link Click for additional information
Fundsnetwork External internet link Click for additional information
Gerrard Investment Management Limited*    
Heartwood Wealth Management Limited External internet link
Investec Wealth & Investment Limited External internet link Click for additional information
James Brearley & Sons Limited External internet link  
James Sharp & Co
JLT Wealth Management    1 External internet link  
J M Finn & Co Limited
J O Hambro Investment Management Limited      
Kleinwort Benson     External internet link  Click for additional information 
Lloyds TSB Private Banking Limited    
Merrill Lynch Portfolio Managers Limited     1    
Newton Investment Management Limited External internet link Click for additional information
Parmenion Capital Partners LLP  External internet link Click for additional information
Principal Investment Management Limited External internet link Click for additional information
Psigma Investment Management Limited   External internet link Click for additional information
Quilter  External internet link Click for additional information
Rathbone Investment Management Limited External internet link Click for additional information
Raymond James Investment Services**      
Rothschild Private Management Limited      
Ruffer LLP External internet link Click for additional information
Savoy Investment Management      
Selftrade      
Seven Investment Management Limited External internet link Click for additional information
Skandia    
Smith & Williamson Investment Management External internet link Click for additional information
Stocktrade External internet link Click for additional information
Taylor Young Investment Management Limited   External internet link Click for additional information
Thornhill Investment Management Limited External internet link Click for additional information
Thurleigh Investment Managers LLP   External internet link  
Transact    
Turcan Connell Solicitors and Asset Managers    
UBS AG External internet link Click for additional information
Vestra Wealth LLP  External internet link Click for additional information
Williams de Broë Limited External internet link Click for additional information
Williams Investment Management LLP External internet link Click for additional information

* Gerrard Investment Management is a trading name of Barclays Wealth. Barclays Wealth Investment Management and Barclays Stockbrokers are not part of this arrangement.

** Including firms where Raymond James is providing a Wrap Platform.

1. Only SL SIPP and Protected Rights, not SL MasterSIPP Non-Protected Rights.

The additional information linked to from above have been supplied by the individual company in question. It does not reflect the opinion of Suffolk Life and it is not an endorsement to use any of the investment managers or platform providers.

DISCLAIMER

The information on this page is for advisers only and should not be relied upon by individuals.