Axa ramps up D2C adviser proposition

clock

Axa is considering allowing small firms access to its Self Investor service, which lets advisers provide a restricted direct-to-consumer proposition to clients.

The service is currently only available to large advisory firms with 25,000 or more clients, but a pilot scheme will explore the feasibility of allowing small firms access to Self Investor. It offers access to a range of 170 funds, including Axa's Architas multi-manger range. A spokesperson for Axa said the service "is first and foremost an investment service that complements an intermediary's existing proposition, to provide a solution for those clients who may not prove profitable in a post-RDR world". He explained: "The service is aimed at investors wanting to make more modest i...

To continue reading this article...

Join Professional Adviser for free

  • 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

Join

 

Already a Professional Adviser member?

Login

More on Wrap/platforms

Advised platform AUM tops £711bn in Q3 with new business hitting 'all-time highs'

Advised platform AUM tops £711bn in Q3 with new business hitting 'all-time highs'

Headed towards a ‘record-breaking year’

Jenna Brown
clock 06 November 2025 • 2 min read
Embark 'working to resolve delays' after advisers flag transfer backlogs

Embark 'working to resolve delays' after advisers flag transfer backlogs

One client was unable to complete £400,000 pension transfer for over two months

Sahar Nazir
clock 03 November 2025 • 3 min read
Platform innovation: Terry Huddart on 7IM's Online Reporting

Platform innovation: Terry Huddart on 7IM's Online Reporting

'It's a fundamental upgrade to the client area of the platform'

Terry Huddart
clock 24 October 2025 • 6 min read