Think it’s impossible to invest without platform charges? Think Again.

 
At i-stock, we are offering an investing Game Changer, with a revolutionary list of investment fund options.
With these fund options, financial advisers can now add value to their clients’ ISAs and GIAs and let their money work harder, by enabling them to invest WITHOUT PLATFORM FEES.

An i-stock account is FREE so every pound deposited can be invested in one of our available investment funds. We are delivering a platform quality service without the platform fees.

Every investment fund does include a portfolio charge, but this is generally deducted at source. This means an i-stock account will always display the net value, all of which belongs to the client.

Think a platform doesn’t cost your client much? Think Again.
Let us assume a client subscribes their full ISA allowance each year and makes no withdrawals. We will also assume they pay an annual platform fee of 0.25% at the end of each year, and achieve a 4% return after all portfolio charges. Our figures below indicate how much a client’s investment could actually be losing by paying a platform fee.*

 

Not only that, but if the Government’s ISA allowance was to increase over time, the difference shown here would simply increase.

i-stock always sends a client quarterly statements and will provide full access to their account, meaning easy accessibility and visibility.

By changing the game, we can help you achieve your client’s financial objectives. No matter how big. No matter how small.  Don’t delay, call us on 01753 867000 and add value to your clients’ ISAs and GIAs now. 

 

i-stock is a trading style of Tavistock Wealth Limited which is authorised and regulated by the Financial Conduct Authority, FCA No: 568089. Registered in England and Wales. Registered O­ffice: 1 Bracknell Beeches, Old Bracknell Lane, Bracknell RG12 7BW, Company Number 07805960. Tavistock Wealth Limited is a wholly owned subsidiary of Tavistock Investments Plc.

*Source of data: i-stock

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