To help you best support and serve your clients, we have designed a range of high quality investment services.
These documents are available to FCA authorised financial advisers, both where the account and investments are held with Charles Stanley or with another platform.
For information on the target markets for our services and the outcome of our Fair Value Assessments, please refer to the target market documents. If you have any questions, please speak to your usual Charles Stanley contact.
For more information on fair value, our methodology and how other intermediary charges may also impact on the value assessment, please refer to the additional information documents. If you have any questions, please speak to your usual Charles Stanley contact.