WELCOME TO THE SUCCESSION INVESTMENT PLATFORM
The platform – which harnesses the latest internet-based online technology in a
secure environment - allows Principals, Adviser and Clients to access and manage
all invested assets in a single place.
It offers unrivalled whole of market access spanning all major asset classes and
other specialist investment solutions, complemented by an extensive range of tax
wrappers. Current valuations are available across client portfolios on a real-time
If you are a Succession member firm and would like to register to use the platform,
please contact the Platform Services Team, if you are experiencing any technical
difficulties with the platform please contact the Succession Support Desk at: firstname.lastname@example.org
or tel: 0345 074 5848.
If you are an end client and you are experiencing any technical difficulties, please
contact your Financial Adviser.
The rollout of our new platform is ongoing. If the account you wish to access has not been migrated please continue to log in as usual.
If you need to access the new platform: