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.
Getting started
We've pulled out some key areas which will help you get started on our platform. You'll find them on this page split down into information for yourself or your clients.
If you need anything else or can’t find what you’re looking for you'll find the best ways to contact us at the bottom of this page.
Adviser information
Platform overview
To help you get familiar with your platform we've put together short videos and guides to highlight key areas and functionality of the platform.
Key documents
We now host all of the documents and forms you'll need on the platform. You can access these by clicking on the 'Reference Hub' icon on the dashboard and then selecting 'Documents and Forms' from the sub-menu.
Platform updates
You can now find out all of the latest updates to the platform by clicking on the 'Platform Updates' icon from your dashboard. We update this area frequently to reflect new solutions we have added to the platform.
Information for your clients
As an adviser platform our website provides information for you to help look after your clients. But we understand that you or your clients might want to discuss more about Ascentric and how we work. So we’ve created a few options.
Client factsheet
An at a glance factsheet to share with clients for an overview of Ascentric.
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.
Document Finder
Looking for something else? How to set up my firm on the platform you’ll be able to find it in our Document Finder or via the platform.
