The following functionality is available to help you with placing new business:
- Produce a quote in under a minute with ‘quick quote’ functionality that can be easily converted to a full application
- Straight-through online processing, including confirming fee agreements online.
- Debit card payments processed online up to £99,999 for ISA, JISA, Collective Investment Account and Collective Investment Bond
- Electronic re-registration with participating providers through the TISA Exchange for the ISA, JISA, Collective Investment Account and Collective Retirement Account
- Pre-funding for new investments and pension tax relief
- Ability to hold cash
- Phased investment over 3, 6 or 12 months
- Configurable email alerts to notify you when a transaction has completed
- Uscan fund and portfolio analysis tool with a client report that can be branded with your logo, showing the past performance of the fund(s) or model portfolio you are recommending to your client