STREAMLINED OPTIONS

Name E-affiliate Global investment agreement Webpage Additional Information
   What is an e-investment affiliate?  What is a global agreement?    
Ascentric External internet link Click for additional information
Barclays Wealth, a trading name of Gerrard Investment Management Ltd External internet link Click for additional information
Barratt & Cooke   External internet link
Berry Asset Management External internet link Click for additional information
Brewin Dolphin Limited  External internet link Click for additional information
Brooks Macdonald Asset Management    External internet link  Click for additional information
C Hoare & co  
Cardale Stockbrokers Limited External internet link
Cazenove Capital Management External internet link Click for additional information
Citi Quilter  External internet link Click for additional information
Charles Stanley  External internet link Click for additional information
Cheviot Asset Management  External internet link
Cofunds N/a External internet link Click for additional information
Collins Stewart Ltd    1    
Cornelian Asset Managers Limited  External internet link Click for additional information
Credit Agricole Investment Management
Credo Capital External internet link Click for additional information
Edward Jones Limited (non-discretionary) External internet link Click for additional information
FasTrade   External internet link Click for additional information
Fieldings Investment Management (where Charles Stanley are used as custodian)  External internet link Click for additional information
Fortis Private Investment Management  
Fundsnetwork N/a External internet link Click for additional information
Heartwood Wealth Management External internet link
Iimia   1   
James Brearley & Sons Ltd   External internet link  
James Sharp & Co
JM Finn and Company
Lloyds TSB Private Banking      
Merrill Lynch Portfolio Managers Ltd    1    
Newton Investment Management External internet link Click for additional information
Parmenion Capital Partners LLP  External internet link Click for additional information
Principal Investment Management External internet link Click for additional information
Rothschild Private Management Limited        
Ruffer LLP External internet link Click for additional information
Selftrade    1    
Seven Investment Management   External internet link Click for additional information
Smith & Williamson Investment Management      
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
Tilney Investment Management  External internet link
Transact   1    
UBS AG / EAM External internet link Click for additional information
UBS Wealth Management (UK) Ltd    1    
Williams de Broë   External internet link Click for additional information
Williams Investment Management LLP External internet link Click for additional information

1. Only SL SIPP and Protected Rights, not SL MasterSIPP Ordinary Pension Benefits (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.