Roles and responsibilities
- Are there additional responsibilities that come with operating a platform?
- Who’s responsible for AML and KYC?
- Who is the ISA manager – you or us?
- Do I still need to undertake platform suitability?
- How are platform and adviser fees deducted and paid?
- Can other firms pay to use the platform we operate through Seccl?
- Do you provide template policies that we can use?