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.
Supporting your proposition for clients
Helping you deliver options pre and at retirement as well as a truly intergenerational wealth solution.
You define what's important
Collaborative service and adviser support puts your needs first. From the very outset.
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We'll get to know what activities you do differently and work together to meet these needs.
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Your own dedicated point of contact will manage a seamless end-to-end service and build a strong relationship with you.
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Adviser feedback is constantly gathered to inform and influence our decision making and developments.
Your proposition, your way
Flexibility to support you
You’re in control - Create models, select funds and make my own investment choices.
Outsource investment management - Focus on managing my clients using multi-asset options or DFM portfolios.
In-house dealing desk – Better value and savings for your client with more control over exactly when a buy or sell is placed.
Supporting your Centralised Investment and Retirement Propositions
Cash management
Ring-fence cash in whatever way works for you and your clients
- Cover fees and charges by setting aside cash, rather than including it in a model portfolio
- Allocate income payments and protect from rebalances
- Or, you can still use model portfolio to automatically top up a cash account.
Family linking
Family groups: including spouse/civil partner, children, parents, grandparents and grandchildren
- Client portfolio values are consolidated to calculate the Group Annual Platform Charge (see our Charges Document) and charges applied proportionately
- Self-serve valuation reports are available per family group
- Advisers can view a summary of all their family groups, including individual members.
Unbiased and unrestricted choice
Access one of the broadest investment and wrapper ranges
A reliable and robust partner
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.