Fund Management (Retail)

Open to companies who invest and manage money on behalf of retail investors.

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Fund Management (Institutional)

Open to companies who invest and manage money on behalf of institutional investors.

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Retirement Income

Open to companies that offer retirement products such as personal and workplace pensions, annuities, equity release and blended retirement solutions.

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Independent Financial Advice

Open to financial advisers and planners that offer a full and comprehensive range of financial planning services.

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Protection

Open to companies that operate and manage life cover products such as health insurance, whole of life, term assurance or critical illness under group or individual policy.

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Discretionary Fund Management

Open to firms that offer bespoke investment services to individuals and/or professional firms looking to outsource investment services. Services can comprise a core risk-rated offering, but must mainly offer the ability to invest in securities and other investment vehicles.

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Portfolio Management Services

Open to firms who offer model portfolio services to individuals and/or professional firms looking to outsource investment services.

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Wealth Management

Open to full service wealth managers offering bespoke private client investment management services alongside wider financial planning services. Firms must have a minimum of £300m of client money under management in-house.

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