We know that Financial Planners and Paraplanners who are IFP members are regular users of platforms. As an IFP corporate member, we're committed to clean share classes and so there's a natural synergy with the transparency of fee charging that IFP members have consistently delivered.
The move to clean is on and we are here to help. At Alliance Trust Savings we've always passed back rebates in full to clients and from 31 December 2012 have only accepted new business into clean share classes. And that is not all; we'll convert all commission paying legacy business to completely clean fee share classes by the end of 2013.
Patrick Mill, managing director of Alliance Trust Savings, comments "We've always been committed to moving to clean share classes, believing they are the most transparent way for customers to pay for their investments".
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We offer you and your clients access to over 1,700 clean share class funds, from over 45 of the UK's top fund managers, including Equities ETFs, International Equities and whole of market Investment Companies and Investment Trusts meaning even your most demanding clients will be satisfied. We're also adding more fund providers every month so delivering more and more scope for added value.
You can re-register clients onto our platform and clients currently in rebate paying funds will be automatically converted to clean by the end of the year. We'll continue to pay 100 per cent of any rebates received back to the client until this process has been completed.
The value of investments and any income arising may fall as well as rise and clients may not get back what they invested.
Find out more about how we can help you and your business in the move to clean by contacting us on
08000 326 323
www.alliancetrustsavings.co.uk/ together