Fund and tax wrapper choice is the prime factor advisers consider when selecting a platform, research suggests.
A survey carried out by Investec Specialist Bank, polling 100 advisers, found the overwhelming majority (88%) consider choice of funds and tax wrappers to be the number one factor when selecting a wrap platform for client investments. Also high on the selection criteria was value for money or value for fees charged, cited by 84% of respondents, and technical support and ease of administration (82%). But those platform credentials more readily associated with RDR-readiness - such as transparency and choice of investments - came lower down list of priorities. Just 79% cited a platfor...
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