Who is the ISA manager – you or us?
By default, we will operate as ISA manager – but we’re open to platform operators assuming this responsibility instead. In any case, we would delegate the task of gaining and recording client acceptance of their annual ISA declaration to you.
More like this
- Are there additional responsibilities that come with operating a platform?
- How are platform and adviser fees deducted and paid?
- Who’s responsible for AML and KYC?
- Do I still need to undertake platform suitability?
- Can other firms pay to use the platform we operate through Seccl?
- Do you provide template policies that we can use?