Fund Management (Retail)
Open to companies who invest and manage money on behalf of retail investors.
Fund Management (Institutional)
Open to companies who invest and manage money on behalf of institutional investors.
Open to companies that offer retirement products such as personal and workplace pensions, annuities, equity release and blended retirement solutions.
Independent Financial Advice
Open to financial advisers and planners that offer a full and comprehensive range of financial planning services.
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.
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.
Portfolio Management Services
Open to firms who offer model portfolio services to individuals and/or professional firms looking to outsource investment services.
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.