Understanding investment platforms factsheet
A proposition-focused factsheet to give an overview of investment platforms.
Overview
Benefits
- Explains what an investment platform is and the benefits of using one.
- Helps readers to understand how using a platform can give them more control over their money.
- Professionally produced and branded to build credibility and trust.
How to use
You can choose to add your name, photograph and contact details for a personal touch, or download a standard version.
Use this to
Standard PDF
This is the standard PDF which can be downloaded.
Personalised PDF
You can add your own details and personalise this PDF, which can then be downloaded.