For IFAs
Simple Fund Selection
Paraplanning
Research
Marketing Support / Lead Generation
CPD / Training Programme
For Investors
For Product Providers

FOR IFAS: SIMPLE FUND SELECTION

This service is designed for use in conjunction with one of the following fund supermarkets:

We provide an ethical questionnaire for your client.

You provide us with details of the plan, the amount and the asset classes you wish to recommend and also, if appropriate, the level of income required.

The asset classes are:

Our basic price for this service is £30.00.

For this you will need to specify the two asset classes you wish to cover and we will provide a ranked list of funds according to compatibility with the ethical criteria supplied.

If you specify only one category we will list 6 funds in that category. If you specify two categories we will provide the top three funds in each.

You may pay an additional £15 for a further 3 funds in any asset category.

Our report will explain the basis of our ranking, together with information on each fund's ethical credentials and financial performance.