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This section of our website is for Financial Advisers

This page and the others in this section are only appropriate for Financial Advisers or IFAs and are not suitable for individual investors. If you are an individual, or private investor, please visit our Private Client Wealth Management section.

By proceeding via the button below, you confirm that you have read and agreed to the Investec.com terms and conditions and you are not a US person.

For financial advisers only

Downloads and documents

Making life easy is at the heart of what we do for advisers and paraplanners, being able to access useful documents and downloads is part of this.

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The retirement opportunity

Together, we can help your clients secure a long-term income from their investments with centralised retirement proposition. 

Maximising retirement income

An overview of our retirement offering for your clients.

Useful documents and downloads for IFAs and paraplanners

  • Discretionary Fund Management

    Brochures

    A detailed breakdown of how we manage investment mandates, and the asset allocation based on each risk profile PDF
    An overview of Investec Wealth & Investment (UK) and the services that we offer, to help you and your clients PDF

    ARC performance updates

    ARC Factsheet – Balanced PDF
    ARC Factsheet – Balanced since inception PDF
    ARC Factsheet – Cautious PDF
    ARC Factsheet – Cautious since inception PDF
    ARC Factsheet – Equity Risk PDF
    ARC Factsheet – Equity Risk since inception PDF
    ARC Factsheet – Steady Growth PDF
    ARC Factsheet – Steady Growth since inception PDF

    Value Assessment

    Discretionary Fund Management Target Market and Value Statement PDF

    Looking for further information on Discretionary Fund Management?

  • Structured Products

    After 12 years, Investec Bank plc has taken the decision to stop offering new structured products in the UK retail market via IFAs. Find out more and access valuations, adviser support, plan information, live pricing and a range of documents via the link. 

  • AIM Portfolio IHT Plan

    Brochures

    The AIM Portfolio IHT Plan explained - reducing your client's Inheritance Tax Liability PDF
    Examples of AIM companies the plan invests in PDF

    Set-up procedures

    An explanation of our services and set-up procedures required to begin your new partnership with Investec Wealth & Investment (UK) PDF

    Rate card

    AIM Portfolio IHT Plan charges and fees PDF

    Quarterly factsheets

    AIM Portfolio IHT Plan Factsheet PDF
    Quarterly review

    Read or listen to our latest quarterly review of the portfolio and wider AIM market. 

    Value Assessment

    AIM Portfolio IHT Plan Target Market and Value Statement PDF

    Looking for further information on our AIM Portfolio IHT Plan?

  • Structured Products Service

    Brochures

    The Structured Product Service explained - providing a set return over a defined period PDF

    Set-up procedures

    An explanation of our services and set-up procedures required to begin your new partnership with Investec Wealth & Investment (UK) PDF

    Rate Card

    Structured Product Service charges and fees PDF

    Value Assessment

    Structured Product Service Target Market and Value Statement PDF

    Looking for further information on our Structured Products Service?

  • MPS on Platforms

    MPS on Platforms has migrated to Rathbones

    Investec Wealth and Investment (UK) is now part of Rathbones Group Plc, creating the UK’s leading discretionary wealth manager. As part of this combination the Managed Portfolio Service has now been rebranded to Rathbones. To access the latest factsheets, sales aids and updates, you will need to now access these via the Rathbones website. 

A guide to Centralised Investment Propositions

Are you running or thinking about running a CIP?

Concerned how it will stand up to the regulator and consumer duty? Read our comprehensive guide on what you need to be doing.

Get in touch

You can send us a message, or request a call from your local business development director. Whatever support you need, we’re here to help.

Award-winning solutions for financial advisers

Products

Discretionary Fund Management

MPS on Platforms

AIM Portfolio IHT Plan

Multi-asset Funds

Resources

Research and insights

Due diligence

Investec Online

Contact us

Get in touch

Important information

Past performance is not an indicator of future performance. The value of investments and the income derived from them may go down as well as up and you may not necessarily get back the amount you invested. 

 

UK regulators

Investec Bank plc (Reg. no. 489604) is authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority. Registered at 30 Gresham Street, London EC2V 7QP.

Investec Wealth & Investment (UK) is a trading name of Investec Wealth & Investment Limited which is a subsidiary of Rathbones Group Plc. Investec Wealth & Investment Limited is authorised and regulated by the Financial Conduct Authority and is registered in England. Registered No. 2122340. Registered Office: 30 Gresham Street. London. EC2V 7QN.