HELPING MAKE YOUR JOB EASIER.

Our Investor Portfolio Service (IPS) brings you an efficient way of managing your clients’ investments by having them all in one place. It brings together your knowledge as an adviser with our service, online technology and tools, giving you more time to develop existing client relationships, as well as build new ones.

Fund Choice

IPS offers a wide range of funds from a number of fund managers including M&G, Investec, as well as Legal & General. These funds are carefully selected and monitored by the professionals in our Investment Management Research Unit to ensure they continue to meet their strict criteria.

Product Choice

With IPS your clients have access to the following products:

• Portfolio Bond
• Portfolio Plus SIPP, and
• Portfolio Investments (ISAs, OEICs and unit trusts).

Key Benefits to you

• Online quote (Portfolio SIPP and Portfolio Bond only)
• Online apply (all products)
• Literature download
• Re-registration transfer service
• Wide range of funds from a number of fund managers, supported by IMRU
• Online client servicing and portfolio review
• Consolidation Assistant tool
• Transfer tracker tool
• Online help
• Dedicated support

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