Here at BRI we don’t regard ISAs as a separate product, but rather as an integral part of your clients’ overall portfolios. We simply see ISAs as being a tax-efficient wrapper in which your clients can hold their chosen investments.
You may have clients who have accumulated a number of ISAs across a variety of different managers and may now find the task of managing them increasingly time consuming and challenging. There may no longer be a cohesive asset allocation strategy in place or your clients may be finding it difficult to establish their overall portfolio value at any given point due to variations in valuation dates.
We can work with you to consolidate and restructure your clients’ disparate ISA investments into just one account with the BRI ISA. As well as making life easier for you and your clients, it will also ensure your clients’ portfolios are both actively managed and appropriately diversified. It can also widen your clients’ investment options: the BRI ISA allows your clients to select any ISA-eligible investment in line with their underlying investment strategies.
We’re able to transfer your clients’ existing ISA portfolio, either in-specie or in cash. And, once you’ve moved your clients’ ISAs to us, their investments will be summarised in just one report, making it simpler and easier for you and your clients to stay informed and also reduce the amount of paperwork you both receive.
To find out more about how BRI’s ISA can add to your own client offering, call us today. Or, click here to access our intermediary-only document download centre.