- The plan manager of our Collective Investment Account is Quilter Investment Platform Limited and the nominee is Quilter Investment Platform Nominees Limited
- Over 2,600 unit trust and OEIC funds to choose from
- Access to Exchange Traded Funds (ETFs) , Exchange Traded Commodities (ETCs) and Investment Trusts
- Cash functionality
- Trustee investments from registered pension schemes (SIPP and SSAS) are accepted
- Can be used as an underlying asset of an offshore bond, to switch between unit trust and OEIC funds free of any transaction charges
- The Capital Gains Reporting Tool is available to help you with your client’s tax return
- Straight-through, online Bed & ISA facility to move funds to the client’s ISA
- Electronic re-registration
- Online one-off customer withdrawals of up to £75,000 for accounts held in a customer’s sole name
- Direct Debit collections and regular withdrawals can be paid on any date from 1st – 28th of the month.