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

Platform innovation: Terry Huddart on Platform One's execution only portal

Platform innovation: Terry Huddart on Platform One's execution only portal

'It's continuing to garner a good reputation in terms of its UX'

Terry Huddart
clock 21 May 2025 • 6 min read
Back to basics: Let's not forget platforms' fundamental attractions

Back to basics: Let's not forget platforms' fundamental attractions

'Providers have to shoulder the bulk of the blame for this knowledge gap'

Steve Andrews
clock 20 May 2025 • 4 min read
Hargreaves Lansdown and Moneyfarm top the tables in D2C platform market

Hargreaves Lansdown and Moneyfarm top the tables in D2C platform market

Industry assets grew by £2.7bn

Isabel Baxter
clock 12 May 2025 • 2 min read