WHY MY-OPTIMUM?
BENEFITS
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Portfolios can be constructed and managed in one place using an extensive fund range, web based portfolio analysis and construction tools all on The Investment Platform website.
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A simplified process resulting in reduced administration and superior service.
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Access to over 2000 collective investment funds from a range of leading fund managers.
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A wide range of trust options for investors.
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One application form, one payment, one statement.
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Ability to invest in QROPS.
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Access to a Discretionary Fund Management service if required.
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Support from experienced staff.
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A cost effective, straight forward and flexible approach to investing.