As you know, we have made some significant enhancements to our proposition, to give you wider choice, greater convenience and more control. These enhancements will further reinforce previous decisions you have made to select our platform for your clients.
The following documents give you the information you need to make your due diligence simple.
Old Mutual Wealth’s platform due diligence Q&A
A comprehensive question and answer pack structured around the FCA’s nine due diligence focus areas. It includes all the questions advisers frequently asked us when carrying out their due diligence.
Wealth Platforms financial strength and scale
Financial strength is a vital consideration when selecting a provider. This document gives you key information on our financial strength and scale, giving you confidence when making a recommendation to your clients.