Ready to explore using investment companies for your clients?
Find out how to access investment companies via your platform, compare platform costs and view upcoming company presentations.
Platforms
View a list of platforms that offer investment companies, and compare the costs for trading and custody both inside and outside model portfolios.
Model portfolios
If you're using investment companies in model portfolios, or considering doing so, this research paper by the lang cat is essential reading.
Compare platform costs
Our comparison tables show the detailed charges for holding investment companies and open-ended funds on the major adviser platforms. They also detail the costs for fund switching and ad-hoc investment company trading, any discounts for regular investing or automatic dividend reinvestment, and the cost of rebalancing funds and investment companies within model portfolios.
Voting
Every shareholder in an investment company can vote on important decisions affecting the company. Find out how to exercise that right on your client's behalf.
Upcoming meetings
View a list of upcoming AGMs and investor presentations for each investment company, and find out how to attend in person or online.
Adviser centre
Access guides, accredited CPD and other relevant information for investment professionals in our adviser centre.
