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.
Your clients
We know it’s your relationship with your clients that’s central to all of our success. That’s why we don’t restrict your choices, push our brand or compromise our service to you by focusing on anything other than the needs of you and your clients.
What we offer for your clients
Your clients understand the value of your advice and we’re here to help you deliver on your promise to them with:
Online access
24/7 online access to all their investments in one place – keeping you both informed
Simple pricing
To make it easy for you to explain and to help your clients understand
Client service
Helping your client access the platform, as well as providing you both with regular reports like valuation statements.
What your clients need to know about Ascentric
As an adviser platform our website provides information for you to help look after your clients. Including information on platform updates, technical knowledge, market changes and news. If you want to share more information about Ascentric with your clients you can direct them to our dedicated website for clients.
We’ll let them know about our simple pricing and some of the reasons you might have chosen to use Ascentric to help you manage their investments online.
See our client pages
What you need to know
We know how important it is to complete your checks on us and how we work. So we've gathered together information to help you make the right decisions for your clients.
Due diligence
Choice, flexibility, tailored, value and strength are all important benefits when choosing a platform for your clients.
AKG B+ rated
AKG puts a measure on Financial Strength as well as Future Performance, Transparency and Service to meet the needs of clients.
Who we are
What we stand for
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.
More about us
M&G
We're proud to be a part of M&G plc. A leading international savings and investments business with roots stretching back more than 170 years, M&G plc has a long history of finding innovative solutions for its customers’ changing needs.
Key documents
Before you’re registered we thought it would be useful to have a look at some key documents. You can find the rest of the documents on the platform itself, under the reference hub.
Terms
Terms of business
This document sets out the terms for adviser firms using the Ascentric platform and provides important information about our respective rights and responsibilities.