Investment platforms

Investment platforms

An investment platform provides a way of assembling and administering a spread of different funds from a range of investment managers, which can be held in a variety of tax structures.

The number of platform providers has grown, and we'll consider a range of factors when recommending one to you, including:

  • Choice of funds and investment managers
  • Range of tax structures available
  • Provider’s record for administrative efficiency
  • Level of fees charged and their collection method
  • Financial strength of the platform provider

 Please note, the value of investments can go down as well as up and you may get back less than the amount invested.


Want to discuss your investment strategy with an independent financial adviser?

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