How we work with advisers
It's important for us to work closely with you and to understand how you work with your clients. We will provide support from the account set-up stage through to maintaining frequent contact with you to ensure that your clients’ portfolio remains in line with their goals. We also provide a regular reporting service that includes online access to your clients' valuations.
Levels of service
There are three ways to invest with Psigma; via our bespoke portfolio service, our MPS or via one of the Platforms we work with (Ascentric, Aviva, FundsNetwork, Fusion, Standard Life and Transact). Full details on our services can be found in the Discretionary Services section.
For all account opening forms and to obtain a copy of our Terms of Business, please contact our Business Develpment Team on 020 3327 5400 or via email on email@example.com. Once you have completed the necessary forms, you will be provided with access to our secure adviser/client areas.
If you already have a relationship with Psigma, please visit our secure adviser area, where you will find all the necessary forms for getting started.