Peter Jordan, head of proposition marketing at Skandia, takes a closer look at how advisers are using platform-based tools.
The requirement to conduct platform due diligence means that more care needs to be applied to platform choice. Although scrutinising the sustainability, cost and functionality of platforms is important,...
EIS and Seed EIS sectors
'Truly making a difference'
Avoidance, evasion and non-compliance
From 6 April 2019