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.

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Last updated: 01 May 2018

Adviser Privacy Policy

This privacy policy is for employees of a firm who access the platform. It outlines your rights in relation to the personal data we hold about you.

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Last updated: 01 Apr 2017

Charges

A guide to Ascentric's charging structure.

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Last updated: 15 Mar 2018

Client Brochure

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.

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Last updated: 01 Apr 2018

Client Privacy policy

This privacy policy is for clients who access the platform. It outlines your rights in relation to the personal data we hold about you.

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Last updated: 26 Jul 2018

Due diligence information

This document provides information to support you in your due diligence process.

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Last updated: 01 Mar 2019

How to find documents and forms

A short guide on how to find and download documents and forms on the new platform.

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Last updated: 06 Apr 2018

Junior ISA Key Features

Essential information when considering our Stocks and Shares Junior ISA.

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Last updated: 06 Apr 2018

Key Features Document

Outlining the key features of the Ascentric platform.

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Last updated: 01 Apr 2017

Order Execution Policy

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.

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Last updated: 15 Jun 2017

Pillar 3 ICAAP Disclosure

The Pillar 3 document sets out disclosures on capital and risk management for Investment Funds Direct Limited in line with regulatory requirements.

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Last updated: 06 Apr 2018

Platform Terms and Conditions

This provides you with a summary of important information you need to know before you invest in our Wrap.

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Last updated: 15 Jun 2017

Setting up your firm with Ascentric

A guide to the process for getting set up on the Ascentric platform.

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Last updated: 06 Apr 2018

SIPP Key Features Document

This gives you a guide to the SIPP's key features.

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Last updated: 23 Mar 2018

Terms

This sets out the important information about the legally binding relationship between you and us, and how we operate the Platform and your Client Portfolio.

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I want to set up my firm

Last updated: 26 Jul 2018

Due diligence information

This document provides information to support you in your due diligence process.

Last updated: 15 Jun 2017

Setting up your firm with Ascentric

A guide to the process for getting set up on the Ascentric platform.

Expand panel

How to find documents and forms on the new platform

Last updated: 01 Mar 2019

How to find documents and forms

A short guide on how to find and download documents and forms on the new platform.

Expand panel

I want to know more about Ascentric

Last updated: 15 Mar 2018

Client Brochure

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.

Last updated: 26 Jul 2018

Due diligence information

This document provides information to support you in your due diligence process.

Expand panel

I want to find disclosure documents

Last updated: 01 May 2018

Adviser Privacy Policy

This privacy policy is for employees of a firm who access the platform. It outlines your rights in relation to the personal data we hold about you.

Last updated: 01 Apr 2017

Charges

A guide to Ascentric's charging structure.

Last updated: 01 Apr 2018

Client Privacy policy

This privacy policy is for clients who access the platform. It outlines your rights in relation to the personal data we hold about you.

Last updated: 06 Apr 2018

Junior ISA Key Features

Essential information when considering our Stocks and Shares Junior ISA.

Last updated: 06 Apr 2018

Key Features Document

Outlining the key features of the Ascentric platform.

Last updated: 01 Apr 2017

Order Execution Policy

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.

Last updated: 15 Jun 2017

Pillar 3 ICAAP Disclosure

The Pillar 3 document sets out disclosures on capital and risk management for Investment Funds Direct Limited in line with regulatory requirements.

Last updated: 06 Apr 2018

SIPP Key Features Document

This gives you a guide to the SIPP's key features.

Last updated: 23 Mar 2018

Terms

This sets out the important information about the legally binding relationship between you and us, and how we operate the Platform and your Client Portfolio.

Call our sales team

The Ascentric Wrap platform is available for Financial Advisers to support their business. Find out how we could help add more value for your clients

01225 787 575

We're here to help

If you're already using our platform and have a question, please visit our Contact Us page for the best ways to get in touch.