Documents and Forms
Documents and Forms are now hosted on our new platform under the Reference Hub. If you require Documents and Forms for the old platform you can find them under the Reference Hub on the old platform. Please make sure you provide all of the information requested. Missing information will result in delays when dealing with your request.
If you are still unsure what forms need to be completed, please call our Client Services team on 0345 076 6140.
I want to set up my firm
How to find documents and forms on the new platform
I want to know more about Ascentric
Last updated: 15 Mar 2018
This brochure outlines how Ascentric will work with the client and adviser. It also outlines the benefits of choosing Ascentric as a Platform, along with the services we provide.
I want to find disclosure documents
Last updated: 01 Apr 2017
The Order Execution Policy details Ascentric’s approach to Best Execution in making sure we get the best possible results for clients. Ascentric is a trading name of Investment Funds Direct Limited.