Adviser firms, their investment propositions and the Consumer Duty rules
Alastair Black takes a closer look at the impact of the Consumer Duty on the adviser firms that offer an investment proposition as part of their service.
2600+
Adviser businesses supported
65M
Transactions processed a year
A rating
For financial strength by AKG
Our platform services
Wrap
A platform that empowers you to do business your way, and to deliver more for your high-net-worth clients to meet their ever-changing needs.
Elevate
A simple, cost-effective solution that helps you advise more efficiently, so you can spend more time with your clients.
Deliver more for your clients
Introducing adviserOS
Say hello to simplicity. Supporting advisers to do less and achieve more.
Answering the call?
We’ve partnered with the lang cat to commission independent research on what really matters to advice professionals when it comes to service.
Consumer duty
Practical support to help you meet the Consumer Duty regulation. You can find our statement of target market documents here too.
Consumer Duty - our value assessment
As a platform provider, we'll confirm at least once a year that the products we manufacture or distribute provide fair value to the customer.
Help and support
Help & contact
Find guides, FAQs and contact details if you need support. Our dedicated teams are here to help.
CPD
Accredited Continuous Professional Development modules to help you keep your knowledge up to date.