Becoming A Client  

Becoming a client of Platform One will enable you to hold your investments in one place so that you can see them clearly and monitor their performance easily.

This offers a more efficient alternative to your investments being held by a number of different companies, each with their own account numbers and paperwork.

The service also gives you the ability to benefit from discounts and cost savings when purchasing funds or shares.

In addition, you are able to obtain valuations, portfolio downloads, trade details and tax return information at the press of a button.

The service is only available through a financial adviser. If your adviser is not yet registered with Platform One they can do this quickly and easily.

Download our factsheet

Platform One provides an investment platform to financial advisers that enables them to administer their clients’ investments. It does not offer a service direct to clients and does not provide financial advice or promote any investments. Clients may only use Platform One via a financial adviser and they should seek all tax and investment advice from their financial adviser. It is the responsibility of the financial adviser to select investments which are suitable and appropriate for their clients.

Convenience & cost control
On line access to your investments 24/7
Worldwide & specialist funds
At least 5 different currencies available
Your investments held securely by our independent custodians
Platform One – Authorised and Regulated by the Financial Conduct Authority