Resources to help advisers use investment companies, all in one place.
This page combines the work the AIC has produced in collaboration with the lang cat to help advisers use investment companies with clients. It includes research reports, adviser case studies and information on platform availability and pricing.
You can do it: Overcoming the barriers to using investment companies on platforms
Our newest report, You can do it explores how advisers are overcoming the challenges to using investment companies which were identified in the lang cat’s 2018 report, We have trust issues.
Adviser case studies
In-depth case studies with four independent financial advice firms show how advisers incorporate investment companies into their process.
The advisers discuss many topics including how they research investment companies, platform access, discounts and premiums, gearing and liquidity.
- Andy Parkes, Finance Shop
- Simon Munday, Prosperity IFA
- Peter Adcock, Adcock Financial
- Colin Low, Kingsfleet Wealth
We have trust issues: barriers to using investment companies on platforms
We have trust issues identifies the barriers to investment company use on adviser platforms. These include market bias, prohibitive costs and “sketchy knowledge”.
The AIC and the lang cat have produced a range of information to help advisers use investment companies on platforms. This includes details of investment company availability, relevant charges and shareholder voting on all major adviser platforms.