Most platforms sign up to transfer charter

Signatories include Benchmark, Fidelity International and Quilter

Sophia Panayi
clock • 3 min read

The majority of the UK’s investment platforms have signed up to The Platform Association’s transfer charter.

Developed in collaboration with platform providers and with the support of international legal practice, Osborne Clarke, the transfer charter commits the association's members to taking direct, measurable action to improve customer outcomes, increase operational efficiency and enhance transparency throughout the transfer journey. Signatories include: Aberdeen Adviser, Aegon, Allfunds, Aviva, Benchmark, Clearstream, Fidelity International, FNZ, Hargreaves Lansdown, M&G Platform, Morningstar Wealth Platform, Novia Global, Nucleus Financial, P1 Platform, Platform One, Quilter, Scottish Wido...

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Sophia Panayi
Author spotlight

Sophia Panayi

Senior reporter at Professional Adviser

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