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The Platform One Global Service enables advisers to offer a value-added multi-currency service to their clients from around the world.
Whether your clients are ex-pats or internationally resident, Platform One provides access to the benefits of a UK regulated Wrap Platform with exceptional service standards. This leaves you free to focus on what's important; supporting them effectively and managing their investments.
Features include online portfolios, trading and valuations, a range of specialist products, outsourced investment management options including model portfolios or a full DFM service and delegation to a corporate trustee.
The service is designed to support your business with a commission - based model that can include initial and recurring income remuneration structures.
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| PRODUCTS |
| Investment accounts |
| SIPPs |
| QROPs/QNUPs |
| S615 |
| Equities traded on international markets |
| Offshore bonds |
| Specialist investment products |
| DFM Service |
| Regular Savings Plans |
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