Service Features and Benefits

Key features:

• A flexible choice of how the relationship will work between your firm, your client and Charles Stanley
• One convenient point of contact to create personalised, actively managed portfolios constructed to suit each client's individual objectives. Direct access to the dedicated Investment Manager working on your clients' behalf.
• A comprehensive service range for your clients, from full investment management through to execution-only share dealing services, together with tax-efficient investment solutions such as ISAs, SIPPs, SSASs and IHT portfolios. Specialist investment portfolio services also available include: Charities services and Damages & Awards (Court of Protection) investment management.
• High quality administration of portfolios and investments, including probate valuations and a comprehensive tax year-end information pack.
• Fee sharing on an ongoing basis for business introduced by professional advisers.
• Multiple accounts for families can conveniently be arranged into charging groups
• Secure, online access to your client portfolios, so you can easily keep track of client activities and the performance of their investments. Available to download and link to your own systems. The portal is available to both you and your clients.
• Regular newsletters, technical bulletins and award-winning research publications, covering UK and global economic and financial news.