Good news!
We are pleased to inform you that IBOSS will not be charging VAT on the discretionary Managed Portfolio Service (MPS), effective from 1 January, 2021.
The IBOSS MPS is now also available on Old Mutual Wealth, further increasing our platform availability with Fidelity FundsNetwork soon to follow later this month.
Built specifically for the financial adviser marketplace, our MPS provides a practical and cost-efficient way to outsource the management of your clients’ investments, and now with the removal of VAT you can offer them even greater value.
Along with attractive fees, our MPS will align clients to their long-term investment goals, appetite for risk and desired investment style by offering Core, Passive, Income and Sustainable portfolio ranges.
Core:
- DFM charge of 0.2%
- Portfolio construction cap at 0.58% OCF
Passive:
- DFM charge of 0.15%
- Portfolio construction cap at 0.14% OCF
Income:
- DFM charge of 0.2%
- Portfolio construction cap at 0.65% OCF
Sustainable:
- DFM charge of 0.25%
- Portfolio construction cap at 0.75% OCF
The IBOSS investment philosophy remains the same across all the ranges, as does the same experienced and trusted Investment Team, who are the hallmark of all our investment solutions.
Our aim is to beat the relevant benchmark over as many periods as possible, with less than benchmark volatility and lower drawdowns, across all risk ratings.
We achieve this by placing an emphasis a diversification, risk adjusted returns and defensive characteristics, enabled by rigorous quantitative and qualitative research.
View our MPS range in more detail here.
Contact
For more information, please contact one of our Business Development Managers below or click here to visit our website.
Business Development Team
Kevin Morrison: 07891 814345 / kevin@ibossltd.co.uk
Tracey Atkin: 07719 327524 / tracey@ibossltd.co.uk
Tanya Legge: 07902 307277 / tanya@ibossltd.co.uk
This communication is designed for Professional Financial Advisers only and not approved for direct marketing with individual clients. It does not purport to be all-inclusive or contain all of the information which a proposed investor may require in order to make a decision as to whether to invest or not. Nothing in this document constitutes a recommendation suitable or appropriate to a recipient’s individual circumstances or otherwise constitutes a personal recommendation. The value of an investment and the income from it can fall as well as rise and investors may get back less than they invested. It is the responsibility of the Financial Adviser to ensure they are satisfied with the research undertaken by IBOSS Asset Management Limited.
IAM 372.12.20
