Platform Proposition
At Tavistock, clients have their accounts hosted via an online service where all of their administration, custody and dealing needs are taken care of. As part of our offering, we are available to offer Tavistock advisers industry leading fees across a number of platforms.
Our own tiered platform fees begin at 0.10% (reducing to 0.05% and 0.02% as investments reach £1.5m and £2m respectively) and we have also been able to negotiate market leading rates on both:
- Aegon ARC (starting at 0.16% and reducing to 15% above £250,000, and then 0% over £500,000) and
- Aviva (starting at 0.25% and reducing to 0.10% above £75,000)
This exercise is designed to make the process for advisers as simple, and financially beneficial for their clients, as possible. We will strive to further improve these fees over time and will look to repeat these savings for our clients across other platforms in due course.
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