fundsdirect offers Third Party Administration or 'White label' services to Product Providers (Life Companies and Pension Administrators),
Distributors (Large IFA firms and Networks) and Banks.
A comprehensive web based investment administration service is provided which includes:
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Branded web screens accessible by clients, advisors and management - white label |
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Online firm, IFA, and adviser set up - Third Party Adminstration |
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Web based client set up - Third Party Adminstration |
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Online dealing and settlement of funds and/or equities - white label |
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Administration and allocation of dividends and corporate actions |
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Integrated cash reconciliation and management |
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Provision of ISA management and administration |
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Provision of links to third party products including SIPPs, other pensions and Offshore Bonds |
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Links and integration with tool providers (eg Morningstar) for client risk analysis, portfolio construction and fund selection and information |
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Accounting and payment of commissions for all levels of distribution |
These services are offered at a cost designed to allow the White Label Client to offer their service to their respective client base at competitive pricing levels.
For more information about how fundsdirect can assist in the provision of Fund Supermarkets and Wraps please contact Rob Beverley, fundsdirect's Strategic Accounts Manager on 0871 423 6100 or robert.beverley@ascentric.co.uk.