AUA passes £500bn mark
Follows regulatory crackdown
Switched from IFDS to FNZ
FCA plans platform market review
Six-month rolling programme
'Project to remain within £80m budget'
Ascentric, James Hay and Nucleus have all made changes
To develop technology
Opportunity to invest in single companies through portfolio service
Platforum and the lang cat discuss
Portfolios up to £1m charged 5bps more
'Nobody's done it on this scale before'
'Technology upgrade approach' then new roll-out
For new customers
To improve client outcomes
Follows consultation with advisers
AUA up by more than £2bn in 2016
Working with Winterflood
Latest Fundscape Platform Report
10 strategies, including four index
'Aggregator of platform data'
Follows takeover of Axa's Elevate
Management fee of 0.5% pa
Access to EISs, VCTs and AIM-listed companies