Platform Benefits
The majority of our clients now hold their investments on our Platform, but if you still hold investments directly with a Fund Manager you are missing out on a number of benefits that being on our Platform has to offer.
*Annual savings on average of at least 5%
If you transfer investments onto our Platform save on average at least 5% each year in charges, it could be more. Contact us today to get your personal price comparison.
*Invest online or by paper application at no extra cost
All our platform clients have the option of dealing online or by paper application forms. Unlike some other platforms, there is no additional charge for paper applications.
*ISA Cash Facility
The Cash Facility of the ISA allows you to move all or some of your holdings into cash and retain the tax benefits of your ISA wrapper. This allows you to ride out market volatility, or just give you some extra time to decide where you are going to invest.
*Access to your account 24/7 for online valuations and trading
The platform is accessible 24/7 for online valuations and trading which means that you can access your portfolio outside of our office hours.
*Switch funds for free
If you want to switch out of one fund and into another, you can so this via the online Platform at any time. There is no limit to amount of switches you do and these can be done via a paper form if that is your preference.
*Access to over 3000 funds – you are not limited to one Fund Manager
Our Platform clients have access to over 3000 funds available in the UK, from a large variety of fund management groups. Investment on the Platform can be spread across as many of these as you wish, giving you the opportunity to create a diversified portfolio that is tailored to your investment objectives.
*All your investments in the same place
Having all your investments in one place makes it easier to monitor performance and keep track of your portfolio.
Contact us
If you would like to find out more, or would like to move your investments to our Platform all you need to do is call us FREE on 08085 498 477 or by email info@financialdiscounts.com and we can take care of the arrangements for you.