Alliance Trust Savings selects Altus for auto re-registration

clock

Alliance Trust Savings has partnered with financial services consultancy Altus to provide automatic re-registration of assets.

Alliance Trust Savings has also signed up to industry body Tax Incentivised Savings Association's (TISA) TEX agreement which helps facilitate the re-registration of assets to agreed standards between participating members.  The Retail Distribution Review (RDR) mandated that all platforms, providers and fund managers should allow for re-registration of customers' assets. Alliance Trust Savings proposition and service director Elaine Maddison said: "We are delighted to be partnering with Altus to automate our existing fund re-registration process. Altus' understanding of our business an...

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

Are platform model debates becoming too self-serving?

Are platform model debates becoming too self-serving?

Whoever said platform selection was easy?

Chris Williams
clock 10 September 2025 • 3 min read
FNZ launches adviser-focused AI tool as personalisation demand grows

FNZ launches adviser-focused AI tool as personalisation demand grows

Generative AI solution intended to cut admin time and help advisers meet Consumer Duty standards

Sahar Nazir
clock 19 August 2025 • 2 min read
Scottish Widows' Bold predicts adviser 'flight to trusted quality' in fragmented platform market

Scottish Widows' Bold predicts adviser 'flight to trusted quality' in fragmented platform market

‘There will be potential platform consolidation’

Jenna Brown
clock 18 August 2025 • 6 min read