The Features of Ascentric
As one of the most modern and cost-effective wrap platforms, we offer a range of compelling features for you and your clients:
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Transparent charges that separate out adviser fees, platform charges, investment management charges and fund manager rebates. All fund manager rebates are credited in full back to the client account
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Simple and cost effective charges with annual platform charges of £60 + 0.15% for funds up to £60,000, 0.25% on balances between £60,000 and £1m, 0.10% on balances between £1m and £3m and further discounts available on balances exceeding £3m. Trading charges are £12.50 per electronic deal and £20 for non-electronic, discounted in model portfolio arrangements
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Unbiased and unrestricted investment range with more than 3,000 funds from over 260 fund managers as well as access to Exchange Traded Funds (ETFs), Investment Trusts, Bonds, Gilts, Stocks, Shares and Cash
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A wide range of tax wrappers including ISA, General Investment Account, 2 Onshore Bonds, 4 Offshore Bonds, 1 Maximum Investment Plan, 32 SIPPs, 10 SSASs and 2 QROPS
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Financial strength through the backing of Royal London Group, the largest mutual insurer in the UK
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We own the technology that powers the platform, allowing us to keep ahead of market developments
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Extensive financial planning and support tools to support your advice process
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Own brand version of the platform allowing you to build a closer relationship with your clients
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Full support, with a dedicated Business Development Manager and Implementation and Training Manager available to help you with your transition plans.
For more information please contact us on:
0845 600 5360