We have made a number of enhancements to our platform technology that will give you more choice, convenience and control for your business. Also take a look at our proposition enhancements training video.
The key enhancements are listed below:
|
✔ NEW Junior ISA ✔ Flexi-ISA ✔ Flexible income and regular investment dates ✔ Access to cash ✔ Access to ETFs, ETCs and investment trusts |
✔ Improved model portfolio functionality ✔ Online withdrawals and crystallisations ✔ Enhanced client reporting ✔ New online Customer Centre ✔ Better access to discretionary services |
Which products benefit from the enhancements?
|
Enhancement |
ISA |
JISA |
CIA |
CRA |
CIB |
|
Flexible income dates (1st to 28th of the month) |
✔ | ✘ | ✔ | ✔ | ✔ |
|
Regular investment dates (1st to 28th of the month) |
✔ | ✔ | ✔ | ✔ | ✘ |
|
Access to cash |
✔ | ✔ | ✔ | ✔ | ✘* |
|
Access to ETFs, ETCs and investment trusts |
✔ | ✔ | ✔ | ✔ | ✘ |
|
Improved model portfolio functionality |
✔ | ✔ | ✔ | ✔ | ✔ |
|
Online withdrawals and crystallisations |
✔ | ✘ | ✔ | ✔ | ✔ |
|
Wider access to discretionary investment managers |
✔ | ✘ | ✔ | ✔ | ✔ |
|
Enhanced client reporting |
✔ | ✔ | ✔ | ✔ | ✔ |
|
New online Customer Centre |
✔ | ✔ | ✔ | ✔ | ✔ |
* Cash will be used within the Collective Investment Bond to fund fees and charges, but will not be selectable for investment purposes.
Read further information on these, plus other enhancements to our retirement proposition.
Useful Hub articles
Advisers reading this article also found the following articles useful.
|
Family linking |
|
|
Our new technology platform |
|
|
Competitive charges |