2 min read 22 Jul 21
Tatton Investment Management’s range of model portfolios are now available through the platform, further strengthening our DFM and investment propositions. To find out more please speak to your Business Development Manager. Take a look at the full list of other DFM firms we already work with.
In case you missed the email last week, click here to find out more about a recent change we’ve made.
Correction: When we initially sent the email on 14 July, we said 'If there are insufficient funds within the GIA to pay the fee, these will instead be taken from either the client’s ISA or Onshore bond'. This was incorrect - fees will not revert to an Onshore bond.
In March’s bulletin, we included a reminder about checking how much cash your clients hold on their accounts. We’re still seeing a number of clients with large cash holdings, so we wanted to send a further reminder on how to check how much uninvested cash is on your clients’ accounts:
The ‘Accounts and Cash’ report, accessible via the ‘reporting hub’, shows as a percentage what is held in cash per client account. It will also tell you whether the cash account is protected from rebalancing and whether there is a regular withdrawal in place. We recommend running the report at least once per month.
In February, we let you know about a regulatory change that aimed to make transfers easier for platform customers. It meant that:
This may be beneficial to your clients, as it means they don’t need to be out of the market when transferring.
For the detail on what this means for you, take a look back at what we sent in February.
The information contained in this page is for professional Financial Adviser use only. If you are a private investor, please visit the Private Investor section or contact your Financial Adviser for more information.