Key Resources

Whatever you want to know about Ascentric, this is the place you’ll find it.

Here’s all the information you need, wherever you are in your journey of working with us.

Have we missed anything? Let us know.

Find out more about Ascentric

Platform key benefits

For facts and information about what Ascentric can offer you, download the key benefits document.

Due Diligence

All the key information you need to support your due diligence process.

Simple pricing

Find out what an 'all-in' pricing structure means for your clients.

AKG rating

IFDL has a B+ AKG rating. Download the financial strength assessment.

Integrations

We integrate with a wide range of popular back office systems to help reduce your admin time.

DFMs

You can choose from a range of Discretionary Fund Managers.

Third party products

We give you access to a large number of third party products.

Getting started

Get your firm set up

Just drop an email to our Platform Adoption team – they’re here to help you get up and running on the platform. Find out more about the team.

Build your platform knowledge

All your essential learning materials in one spot. From videos to useful guides, our training centre has the most common actions covered.

Access forms on the platform

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.

Policies and processes

Terms of Business

Sets out the Terms for adviser firms using the platform.

Adviser Privacy Policy

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

Order execution policy

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.)

Identity of Execution Venues

We’re required to publish the top five Execution Venues for each class of instrument that we deal in.

 

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.

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. (Ascentric is a trading name of Investment Funds Direct Limited.

 

Accessibility Statement

Ascentric is committed to ensuring digital accessibility for people with disabilities. Find out more.

M&G Modern Slavery Statement

You can access M&G's Modern Slavery Statement here.

Sustainability: Our position

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. 

Read our full sustainability position

Support for your clients

Client brochure

What services do we provide and what are the benefits of choosing Ascentric as a platform? Download the client brochure.

Terms

The client Terms set out important information about the legally binding relationship between a client and Ascentric.

Charging guide

A guide to Ascentric’s charging structure.

 

Client Privacy Policy

Privacy policy for clients who access the platform, outlining their rights in relation to the personal data we hold about them.

Platform guide

Essential information for a client considering investing through the Ascentric Platform.

Factsheet for Ascentric JISA

Essential information for a client considering our Stocks and Shares Junior ISA.

Factsheet for Ascentric ISA

Essential information for a client considering investing in our ISA

Key features document – SIPP

Essential information for a client considering our SIPP.  

Target Market Statements

Platform target market statements

The Ascentric platform target market statements indicate which customers might benefit from using the Ascentric platform based on their needs, characteristics and objectives.

GIA

The General Investment Account (GIA) target market statement indicates which customers might benefit from the Ascentric GIA. 

ISA

The Ascentric Individual Savings Account (ISA) target market statement indicates which customers might benefit from Ascentric ISA. 

JISA

The Ascentric Junior Individual Savings Account (JISA) target market statement indicates which customers might benefit from Ascentric JISA. 

SIPP

The Ascentric Pension Account (SIPP) target market statement indicates which customers might benefit from Ascentric Pension Account. 

Contact 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

platformadoption@mandg.com

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.