FundsDirect are the UK's first Funds Supermarket
    

 

Third Party Administration Service

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:

IFA Branding

Branded web screens accessible by clients, advisors and management - white label

Online set up

Online firm, IFA, and adviser set up - Third Party Adminstration

Online setup

Web based client set up - Third Party Adminstration

Online dealing

Online dealing and settlement of funds and/or equities - white label

Administration of dividends

Administration and allocation of dividends and corporate actions

cash reconciliation

Integrated cash reconciliation and management

Online ISA management

Provision of ISA management and administration

SIPP, SSAS, onshore bonds, offshore bonds

Provision of links to third party products including SIPPs, other pensions and Offshore Bonds

Morningstar reports

Links and integration with tool providers (eg Morningstar) for client risk analysis, portfolio construction and fund selection and information

Accounting and payment

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.