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الجمعة، 16 سبتمبر 2016

Three in four platforms do not offer fund share class switch

New research has found platforms do not seamlessly convert fund investors from accumulation to income units.

New research has found platforms do not seamlessly convert fund investors from accumulation to income units.

Just six of the 19 leading investment platforms offer clients the opportunity to seamlessly switch from the accumulation version of a fund (likely to be used by investors as they build an Isa or Sipp) to the income version, according to research by Candid Financial Advice.

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Source Moneywise http://ift.tt/2cvBUdp

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