Redmayne Bentley IFA Update
Redmayne Bentley – Intermediary Introduction through Defaqto Adviser
RB’s services for intermediaries extend to the full range of Redmayne-Bentley's services for your clients, usually in return for an introducer's fee or commission share. You will remain the main point of contact and can keep up-to-date by viewing your clients' transactions and portfolios online.
The full range of Redmayne-Bentley's award-winning services are available to your clients, including:
- Execution-only share dealing
- Investment management
- Inheritance Tax Portfolio Service
- Self-select ISAs
- Self-Invested Personal Pensions (SIPPs)
- Discretionary Fund Management Services
- Diversification through ETFs & ETCs
- Complex Trading Accounts in Derivatives
- A share of commission on execution-only trades and a share of the initial and annual fees on managed portfolios and SIPPs
- View execution-only transactions online
- View portfolios and performance in comparison to the chosen benchmark online
- Receive contract notes by email
- Potential to white label the online access area of the site subject to further discussions
To find out more about how to work with Redmayne-Bentley, or to discuss a potential partnership with your firm or your clients, e-mail Jon Moody now. Jon will ensure that the full benefits of building a relationship with Redmayne-Bentley are presented to you and your colleagues.
Alternatively you can download the full introduction to Intermediary Partnerships and Redmayne-Bentley below :
Jon Moody can be reached via the following partnership page – click here.
Alternatively you can read further details via the PDF Introduction to Redmayne Bentley for Professional Intermediaries Only & not to be relied on or used by Retail Customers– click here.
