How to select the right platform

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Malcolm Murray, head of marketing at Transact, asks how can advisers ensure they select the right platform for them?

Following the Discussion Paper 10/2 issued by the FSA platforms have been responding with their views and suggestions. Differing views have been expressed and some polarisation has emerged between the fund supermarkets and the wrap services. This is particularly evident in the discussion on pricing – bundled or unbundled? Enough has been written by various wrap providers in contention with fund supermarkets with which we would largely agree. Expanding on the case for transparency and unbundling is probably unnecessary. Our position is clear, as evidenced by the fact that Transact has ...

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