Our Platform solution will provide an open-architecture discretionary investment platform incorporating the following products:
- General Investment Account (GIA)
- Individual Savings Account (ISA)
- Junior Individual Savings Account (JISA)
- Self-invested Personal Pension (SIPP)
- Third Party Product Providers
Through the platform you will be able to access our Managed Portfolio Service and Bespoke Investment Service. You can also be able to work with the P1 investment team to create your own range of Managed Portfolios, ensuring you can provide the most suitable solution for your clients.
The platform will be provided at a price of 0.25% for account values up to £1m and at no cost thereafter. There are no transaction costs within our Managed Portfolio Service and only a £7.50 trading cost within our Bespoke Investment Service. Please see our Menu of Charges for a full breakdown of costs.
Why choose our platform solution?
- Fully integrated with our investment services
- Straight-through electronic applications with e-Signatures
- Provided at an incredibly low-cost