Why hold investments on a platform.
Platforms are the modern way for investments to be held, giving you access to over 600 funds from 100 plus companies in one place. Reporting and valuations are all in one place and when you do your tax return you only have one investment summary and one tax voucher to deal with. It is that simple.
Why use an Investment Platform?
Lyn Financial Services use several of the UK‘s largest Independent fund platforms. These platforms do not sell investment funds of their own but provide a place (a platform) for investors to consolidate their individual investments for ease of management.
How do they work?
The platforms will administer your investments on your behalf through your financial adviser and you will receive one set of communications from them regarding your investment – much more manageable than receiving paperwork from each individual fund or product provider.
What will it cost?
There will be an administration charge for some services as well as an annual management charge. These charges will be clearly explained to you by your adviser when the investments are set up.
Which platforms do we use?
Cofunds - Customer Log In
Old Mutual - formerly Skandia
SIPP Centre (A J Bell)