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.
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The Financial Conduct Authority (FCA) asks us to assess the value of our products and propositions - known as an Assessment of Value, or a Value Assessment. Assessing value is much more than just looking at the fees which our clients pay or the performance of an investment portfolio in isolation. Our assessments report on four Consumer Duty outcomes:
- Do consumers pay a price for products and services that represent fair value?
- Are consumers sold and receive products and services that have been designed to meet their needs and objectives?
- Do consumers receive good customer support as expected?
- Is consumer understanding increased through documentation, use of language and transparency?
The reports will support the due diligence requirements of advisers, and the processes we have in place to embed the new rules, enabling you to produce your own Assessments of Value. All other supporting documentation such as factsheets, due diligence documents and target market information will continue to be available to advisers as required.
Access a report on each of our products and propositions and the value they offer below.
We encourage you to contact us with any queries regarding Consumer Duty, by writing to us at IntermediaryServices@investecwin.co.uk or by speaking to your Investec Wealth & Investment (UK) Business Development Director or Investment Manager.
Discretionary Management (indirect clients)
Investec Wealth & Investment Trustees Limited (SIPP)
AIM Portfolio IHT Plan
Structured Product Service
IW&I Fund Service
MPS on Platforms
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.