We have partnership links with a number of providers offering investment services, such as stockbrokers, fund supermarkets and other investment platforms. Should you wish to take advantage of the special arrangements we have negotiated with our investment partners, we will, upon request, establish accounts for you.

An arrangement established with any of the partners listed will benefit from reduced fees. Our investment portfolio set up charge is waived in all cases and the charge for ad-hoc valuations of investments with partners with whom we have automated data links in place will also be waived. Recent ‘headline’ valuations of these portfolios are available through our online SIPPView service. For details of our fees and services please visit our literature library.

Please note that the list of investment partners provided is not exhaustive and may change. If you wish to make an investment through a provider, not on our partnership list, we will be happy to make arrangements on your behalf. You can read more information about this on our SIPP Investments page, or please just ask.

Partner Name	Investment Type	Clients	Advisers	SIPPView
Brooks Macdonald Asset Management Ltd	Wealth Management
Information sheet download Application process Visit site
Cofunds	Investment Platform
Information sheet download Application process Visit site
Investec Specialist Private Bank	Cash Deposit
Information sheet download Application process Visit site Interest rate
Seven Investment Management Limited (7IM)	Investment Platform
Information sheet download Application process Visit site
Stocktrade	Stockbroker
Information sheet download Application process Visit site