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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