Quilter has set the date for the third and final stage of its platform migration, which will take place from Thursday 25 February to Sunday 28 February.
The platform giant confirmed the dates this morning (7 January) in a letter sent to advisers and it will mean that all of the remaining assets on the older Old Mutual Wealth (OMW's) assets will move onto its new FNZ-powered technology over the four-day period. The final migration will include approximately 5,500 adviser firms, which represent around 20% of assets on Quilter's OMW platform. OMW completed the second phased of its platform migration in November last year, which saw around three-quarters of the assets of its platform, from 2,000 advice firms and worth about £45bn, make t...
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