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The AIC and the lang cat

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9 October 2019

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.

 

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”.

 

Platform information

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.

Learning zone

Visit the AIC's new Learning Zone and enrol in online training courses.

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