We are delighted to present the latest in our Annual Report Series, the Platform Research Report 2024.
Intermediary investment platforms are increasingly shaping the investment landscape by providing streamlined access to a variety of investment products and managing investments online.
These platforms are essential for both retail investors and financial advisers, facilitating a more efficient and transparent investment process.
Researched and written by leading Compliance Consultant Tony Catt, this report provides a depth of information that advisory firms can use as the basis of their whole of market due diligence for their Centralised Investment Propositions.
To access your copy of the report, please email [email protected] and [email protected]
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