Online Investment Platform
Our discounted online investment platform, arranged through Fidelity Funds Network, gives you access to a wide range of up to date information on a wide range of funds meaning that you can buy, sell and manage your investment portfolio all through one online platform.
Want a valuation? No problem. Simply click a button and there it is on the screen in front of you, whether for one fund or your entire portfolio.
Have you got various investments through numerous companies? Do you find managing this an administrative nightmare? Why not bring all your existing investments into one place? Your money still remains invested in the same funds and is still managed by the same companies; you just have the capability to view them all through a single portal.
In summary, the benefits include:
> A single online statement
> Check recent payments and transactions
> Instant market, sector and type of investment analysis
> Low cost switching between funds
> Less administration
What does this service cost?
This service works on a commission basis, which has been discounted for BVA members.
The following commission structure applies:
> 0.5% initial commission is deducted from your fund value.
> 0.5% annual trail commission, of which 0.25% is rebated back to you as a BVA member, on an annual basis.
How do I get started?
This is an online 'execution only' offering, so simply click here and follow the onscreen instructions.
Further information regarding this service, including full terms and conditions, are available when you click through to the Fidelity Funds Network platform.
Want Advice?
If you would like help and advice regarding your invesment portfolio then please contact us on 01823 250750 and we will be happy to help. Please note that Independent Financial Advisor charges may apply if you want specific advice regarding your investment portfolio.
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Online Investment Platform powered and administered by Fidelity Funds Network.
Other Online Investment Platforms available.
