The fund range is driven by financial adviser demand, however in order to be added to the platform a fund must successfully go through a comprehensive due diligence process. This due diligence process involves four key reviews:
- Operational – can the fund be administered through Quilter?
- Regulatory – is the fund suitable for UK retail investors?
- Commercial – the fund must not have an initial charge to the client and we will look to negotiate a rebate on the annual management charge where possible.
- Legal – agreements must be robust so that they protect financial advisers and their clients.
Quilter is dedicated to providing a quality fund range, rather than simply offering any fund in the market.
The range of ETIs is driven by similar criteria and additionally we will review whether there is enough liquidity for regular trading of the asset