CHARTWELL, the IFA, has launched a new online service providing clients with fund information, investment tools and portfolio summaries.
The investorcentre will also pay users cashback in the form of half of any renewal commission received by Chartwell on their fund investments. The cashback service has been operated by Chartwell for several years and it claims 12,000 clients have benefited to the tune of £5m over the past five years. The service carries no additional charges aside from the other half of the remaining trail commission received on investors’ fund holdings. Facilities on the site, found at www.theinvestorcentre.com, include up to date fund factsheets, comparative performance data, consolidated portfol...
To continue reading this article...
Join Professional Adviser for free
Signup and gain exclusive members-only insights
- Unlimited access to real-time news, industry insights and market intelligence
- Stay ahead of the curve with spotlights on emerging trends and technologies
- Receive breaking news stories straight to your inbox in the daily newsletters
- Make smart business decisions with the latest developments in regulation, investing retirement and protection
- Members-only access to the editor’s weekly Friday commentary
- Be the first to hear about our events and awards programmes
