About Our Principal Sponsors:
FinPlan wishes to thank all of the 2009 event sponsors for their support:
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Market leaders with Wrap since launch in 2006, Standard Life is at the forefront of the platform revolution. We’re committed to helping advisers and clients achieve what we call ‘financial freedom’ – freedom that comes from knowing that their finances will get them where they want to be. This is about enjoying the destination, not worrying about the journey. The information generation demands more. Our platforms raise the bar and give advisers what they need to thrive, helping them beat expectations, build sustainable, profitable businesses and revolutionise customer care, advice and wealth management. We believe we all work best when our interests are aligned. Advisers, fund managers and providers all share the same wish – to help clients meet their goals – in platforms and we want to do everything we can to make this market successful. Perhaps the best expression of this is Standard Life’s completely open stance on re-registration – clients and advisers can re-register monies on and off Wrap and FundZone any time with no charge. |
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IFDS Managers offers an end-to-end hosted management service for UK domiciled funds; covering all aspects of administration, from our traditional transfer agency operations through to fund accounting, audit, custody and depositary services. Agreements are in place that utilise existing relationships and we believe provide the greatest expertise in each discipline. This will leave our client sponsors to focus on their core skills of distribution, marketing, investment advice and investment management. IFDS Managers is part of the global IFDS group of companies who support over 170 organisations around the world. IFDS is a joint venture of DST Systems, Inc. and State Street. In the UK IFDS already supports 35 of the markets leading asset managers, distributors, fund platforms and wealth managers for over 5.8 million investor accounts with a market share in excess of 40% for assets in excess of £150 billion. |
About Our Event Sponsors:
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Transact is the leading wrap service for the adviser community in the UK. It is now used by more than 3200 advisers who have entrusted some £6 billion to the platform for 72,000 clients. Enormous and continuous efforts are made to ensure that the standard of service, which has won us many awards over the past few years, is maintained. Advanced technology, which Transact uses, is only a tool to free up our staff to have the time to speak to advisers. Feedback reassures us that this is what advisers want and what Transact is renowned for. |
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Skandia UK is a leading provider of long-term savings with innovative solutions for investments, pensions, and protection. Our wealth of experience has earned us a reputation for excellence for our approach to product design, administration and service. Our products are underpinned by the MultiManager approach that we pioneered over 20 years ago, allowing us to offer a broad range of funds from a wide selection of high quality fund managers, all under one roof. Our expertise and commitment has ensured Skandia’s reputation as the leader in MultiManager investment. Skandia Group is part of Old Mutual plc, a FTSE 100 listed company with over 50,000 employees and funds under management of £279 billion*. *As at 31 December 2007 (Old Mutual) |
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Elevate is the wrap platform from AXA – developed in consultation with financial planners and designed to put you in control. Elevate provides solutions to support your business, with access to:
Contact: sales.elevate@axa-ds.co.uk www.elevateplatform.co.uk |
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For forty years, SEI has been focused on assisting wealth management organisations overcome their greatest challenges: grow and protect revenue, minimise cost and allocate capital effectively, enable risk management and help manage transformation. SEI,s latest solution, Global Wealth Services encompasses a comprehensive suite of services designed to help wealth management organisations capitalise on their strategic objectives in a constantly shifting wealth management market. SEI integrates investment technology with asset management programmes, coupled with business process outsourcing expertise which are designed to meet the challenges of our clients. As of September 30, 2008, through its subsidiaries and partnerships in which the company has a significant interest, SEI administers $431 billion in mutual fund and pooled assets and manages $162 billion in assets. SEI serves clients, conducts or is registered to conduct business and/or operations from more than 20 offices in over a dozen countries. For more information, visit www.seic.com. |
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