Occasionally we do not get things right and our service falls short of the high standards our customers are entitled to.
Information on the complaints we received and closed from 1st January 2019 to 30th June 2019
Our Philosophy
We champion great quality financial planning and advice.
No matter what your business objectives, your investment strategy or your client base we aim to give you the flexibility to build a client-centric proposition focused on holistic financial planning.
Strength in numbers
£ 0 b
assets under administration
(Royal London 2019 Financial Report)
0 %
market share
(Q2 2019, Fundscape Platform report)
0 +
firms using the platform
(Q3 2019, Ascentric reporting)
Our Approach
For you
As an enabler for your business, we equip you with the tools to thrive, from access to the widest range of investments and tax wrappers, to technical and business consultancy from our in-house experts.
Discover your platformFor your clients
We create the best customer experience for your clients, so they’re satisfied that their money is in safe hands. This ranges from the simplest charges, to a branded platform tailored to your needs.
For your clientsMore information about Ascentric
Our complaints data
Key Features Document
Outlining the key features of the Ascentric wrap account.
Ascentric's Terms & Conditions
This provides you with a summary of important information you need to know before you invest in our Wrap.
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.
Identity of Execution Venues
Details on the top five execution venues for each class of instrument we deal in.
Order Execution Policy
This 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.
Adviser Privacy Policy
This details our approach to advisers’ personal data on the platform, how we keep it safe, advisers’ rights in relation to the personal data we hold, and how to contact us with any questions or comments.
Section 172 statement
The Section 172 statement sets out how our company directors have acted in a way to promote the success of the company for the benefits of its members as a whole.