Find out what an 'all-in' pricing structure means for your clients.
IFDL has a B+ AKG rating. Download the financial strength assessment.
For facts and information about what Ascentric can offer you, download the key benefits document.
All the key information you need to support your due diligence process.
Once you’ve logged in to the platform, click ‘Reference hub’, then ‘Documents and Forms’. It’ll bring up a list and you can choose the document or form you need.
Sets out the Terms for adviser firms using the platform.
Details our 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.)
We’re required to publish the top five Execution Venues for each class of instrument that we deal in.
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.
The Pillar 3 document sets out disclosures on capital and risk management for Investment Funds Direct Limited in line with regulatory requirements. (Ascentric is a trading name of Investment Funds Direct Limited.
As part of M&G we believe a healthy environment, prosperous society, and strong communities are in the long-term interest of both our customers and stakeholders.
This report is provided as a value assessment for legacy workplace pension plans held on the platform. The report, Terms of Reference, and contact details can be found here.
What services do we provide and what are the benefits of choosing Ascentric as a platform? Download the client brochure.
The client Terms set out important information about the legally binding relationship between a client and Ascentric.
A guide to Ascentric’s charging structure.
Essential information for a client considering investing through the Ascentric Platform.
Essential information for a client considering our Stocks and Shares Junior ISA.
Essential information for a client considering investing in our ISA.
Essential information for a client considering our SIPP.
The Ascentric platform target market statements indicate which customers might benefit from using the Ascentric platform based on their needs, characteristics and objectives.
The General Investment Account (GIA) target market statement indicates which customers might benefit from the Ascentric GIA.
The Ascentric Individual Savings Account (ISA) target market statement indicates which customers might benefit from Ascentric ISA.
The Ascentric Junior Individual Savings Account (JISA) target market statement indicates which customers might benefit from Ascentric JISA.
The Ascentric Pension Account (SIPP) target market statement indicates which customers might benefit from Ascentric Pension Account.