Your IndustryJan 23 2014

Guide to Platform Re-pricing

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CPD
Approx.60min

    Guide to Platform Re-pricing

      pfs-logo
      cisi-logo
      CPD
      Approx.60min
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      Introduction

      By Emma Ann Hughes
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      But what are the ‘super-clean’ share prices that platforms are shouting from the rooftops about? Are preferential prices always the cheapest price that an investor can pay for a fund? And what other, more hidden charges are there to take into account to ensure a fair comparison?

      This guide will explore the new rules for platform pricing, what is driving re-pricing on platforms, how much your client will pay for funds, issues affecting re-registration and what advisers can expect to see next in terms of charges.

      Supporting material from Terry Huddart, technical communications manager at Nucleus; Bill Vasilieff, chief executive of Novia; Michael Barrett, platform marketing manager at Skandia; and Stephen Wynne Jones, head of marketing at Cofunds.