Investec Services for IFAs
 

Investment services for financial advisers

Supporting your clients’ objectives

Partner with us to give clients a wide range of investment opportunities and extraordinary levels of personal service.

  • Let us do the hard work

    As a trusted financial adviser, it's important to deliver your clients a highly tailored service of exceptional quality. Partner with us and you can keep this simple, while still providing your clients with a co-ordinated professional service.

  • Identify opportunities for your clients

    Work closely with us to identify the most suitable investment opportunities for your clients. Our services include bespoke and pre-defined portfolios, as well as specialist services incorporating structured products and inheritance tax planning.

Vision 2018 - what does the future hold for investments?

Discover the key themes on investors’ minds for 2018 and beyond

Listen to expert insights and analysis from Investec Wealth & Investment's head of research John Haynes, head of investment strategy John Wyn-Evans, BBC economics editor Kamal Ahmed and Channel 4 News presenter Matt Frei.

Investment services for you and your clients

Discretionary Portfolio Management

We will create a bespoke portfolio that reflects the mandate you have determined for your client. Typically for portfolios greater than £150,000.

Master Portfolio Service

Drawing on your detailed understanding of your clients’ investment objectives, you can choose from six pre-defined model portfolios. A discretionary collective-based service for investments from £50,000.    

AIM Portfolio IHT Plan

Designed to protect your clients’ assets from inheritance tax after only two years, this plan can also be set up inside an ISA. This discretionary service is suitable for investments over £100,000.

Platform Investment Service

To help you give your clients outstanding service, we have created a platform investment service to complement other services your clients may be using.        

Structured Product Service

A service created specifically for your clients who want a defined return over a defined period.

Fees and charges

Our commitment to you is based on trust and integrity, and a clear and transparent explanation of our benefits, fees and charges is an important beginning to our relationship.

Find out more

Mark Stevens

Head of Intermediary Services

To discover more about our Investment Management services and how we might be able to help you, please call our team or complete our contact form.

Useful documents

  • Brochures

    Management Services for Clients of Financial Advisers - Why IW&I? - Introduction to our company and the services available
    Master Portfolio Service (MPS) - Why IW&I? - An introduction to our company and why you should choose us for MPS
    Investment Management Services for Financial Advisers - An overview of the investment management services we offer
    Investment Management Services for Clients of Financial Advisers - An overview of the investment management services we offer for clients of Financial Advisers
    Managing Your Investments for Clients of Financial Advisers - A guide to our investment process
    Structured Product Brochure
  • Application and Amendment Forms

    Intermediary ISA Transfer Application Form
    Client of Financial Adviser Amendment Form
    Intermediary Stocks and Shares ISA Application Form
    Authority to amend static data for Clients of Financial Advisers
  • Set Up Packs

    Discretionary Client Set Up Pack - includes brochure, client agreement, MYI, rate card, T&Cs and RDR flyer
    Discretionary Trust Set Up Pack - includes brochure, client agreement, MYI, rate card, T&Cs and RDR flyer
    Offshore Bond Set Up Pack - includes brochure, client agreement, MYI, rate card, T&Cs and RDR flyer
    Corporate Set Up Pack - includes brochure, client agreement, MYI, rate card, T&Cs and RDR flyer
    Discretionary Pension Set Up Pack - includes brochure, client agreement, MYI, rate card, T&Cs and RDR flyer
    Master Portfolio Service Set Up Pack - includes brochure, client agreement, ISA application form, MYI, rate card, T&Cs and RDR flyer
    AIM Portfolio Set Up Pack - includes brochure, client agreement, ISA application form, MYI, rate card, T&Cs and RDR flyer
  • Rate cards

    Investment Management Services for Clients of Financial Advisers Rate Card
    Master Portfolio Service (MPS) for Clients of Financial Advisers Rate Card
    AIM Portfolio IHT Plan for Clients of External Financial Advisers Rate Card
    Structured Product Rate Card
  • Client Agreements

    Discretionary Client Agreement for clients of Financial Advisers
    Client Agreement for clients introduced by an intermediary
    Discretionary Pension Client Agreement for clients of Financial Advisers
    Offshore Bond Client Agreement for clients of Financial Advisers
    Discretionary Corporate Client Agreement for clients of Financial Advisers
    Master Portfolio Service Client Agreement for clients of Financial Advisers
    AIM Portfolio IHT Plan Client Agreement for clients introduced by Financial Advisers
    Discretionary Trust Client Agreement for clients of Financial Advisers
    Structured Product Client Agreement
  • Questionnaire

    Financial Adviser Due Diligence Questionnaire
  • Terms and Conditions

    T&Cs for Clients of Financial Advisers
  • RDR Flyer

    Clients of Financial Advisers RDR Flyer - Important information for your clients regarding the way they receive and pay for financial advice
  • Examples of AIM Companies

    Examples of AIM companies included in the 'AIM portfolio IHT plan'
  • Online Portfolio Valuation Service

    Agreement and Access Form for Financial Advisers
    Agreement and Access Form for Clients of Financial Advisers

Useful documents

Brochures
Application and Amendment Forms
Set Up Packs
Rate cards
Client Agreements
Questionnaire
Terms and Conditions
RDR Flyer
Examples of AIM Companies
Online Portfolio Valuation Service

Management Services for Clients of Financial Advisers - Why IW&I? - Introduction to our company and the services available

Master Portfolio Service (MPS) - Why IW&I? - An introduction to our company and why you should choose us for MPS

Investment Management Services for Financial Advisers - An overview of the investment management services we offer

Investment Management Services for Clients of Financial Advisers - An overview of the investment management services we offer for clients of Financial Advisers

Managing Your Investments for Clients of Financial Advisers - A guide to our investment process

Structured Product Brochure

Intermediary ISA Transfer Application Form

Client of Financial Adviser Amendment Form

Intermediary Stocks and Shares ISA Application Form

Authority to amend static data for Clients of Financial Advisers

Discretionary Client Set Up Pack - includes brochure, client agreement, MYI, rate card, T&Cs and RDR flyer

Discretionary Trust Set Up Pack - includes brochure, client agreement, MYI, rate card, T&Cs and RDR flyer

Offshore Bond Set Up Pack - includes brochure, client agreement, MYI, rate card, T&Cs and RDR flyer

Corporate Set Up Pack - includes brochure, client agreement, MYI, rate card, T&Cs and RDR flyer

Discretionary Pension Set Up Pack - includes brochure, client agreement, MYI, rate card, T&Cs and RDR flyer

Master Portfolio Service Set Up Pack - includes brochure, client agreement, ISA application form, MYI, rate card, T&Cs and RDR flyer

AIM Portfolio Set Up Pack - includes brochure, client agreement, ISA application form, MYI, rate card, T&Cs and RDR flyer

Investment Management Services for Clients of Financial Advisers Rate Card

Master Portfolio Service (MPS) for Clients of Financial Advisers Rate Card

AIM Portfolio IHT Plan for Clients of External Financial Advisers Rate Card

Structured Product Rate Card

Discretionary Client Agreement for clients of Financial Advisers

Client Agreement for clients introduced by an intermediary

Discretionary Pension Client Agreement for clients of Financial Advisers

Offshore Bond Client Agreement for clients of Financial Advisers

Discretionary Corporate Client Agreement for clients of Financial Advisers

Master Portfolio Service Client Agreement for clients of Financial Advisers

AIM Portfolio IHT Plan Client Agreement for clients introduced by Financial Advisers

Discretionary Trust Client Agreement for clients of Financial Advisers

Structured Product Client Agreement

Financial Adviser Due Diligence Questionnaire

T&Cs for Clients of Financial Advisers

Clients of Financial Advisers RDR Flyer - Important information for your clients regarding the way they receive and pay for financial advice

Examples of AIM companies included in the 'AIM portfolio IHT plan'

Agreement and Access Form for Financial Advisers

Agreement and Access Form for Clients of Financial Advisers