Edinburgh Fund Managers (EFM) has launched its Classic Portfolio Online Service Centre, enabling IFA...
Edinburgh Fund Managers (EFM) has launched its Classic Portfolio Online Service Centre, enabling IFAs and their clients to monitor their portfolios as well as download information and brochures.
Accessed via the Edinburgh Fund Managers website at www.edfd.com, the site is password protected however anyone can look at and download general information and brochures on the Classic Portfolio Service - a discretionary-style global portfolio management service aimed at investors with a minimum of £25,000 to invest - without logging in.
Once registered and logged in, intermediaries are able to:
View lists of all their clients who invest in the Classic Portfolio Service;
View and download individual valuations for these clients;
View real-time performance details;
Produce personalised quotations for unit trust, Isa or Pep transfers, and
View newsletters and weekly fund manager commentaries.
All advisers and clients who currently use the Classic Portfolio Service will be contacted with full details of the new service and how to register.
No preferred charging model
To 1,552 families and businesses
HL and Liberty SIPP slowest
Lifetime and annual allowances