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  • Due Diligence Responses

    In-depth information on the Managed Portfolio Service with specific reference to the key areas to focus on in-line with the FCA’s guidelines.

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  • Reasons Why

    Detailed benefits of the WealthSelect Funds and Managed Portfolio Service to help in the preparation of marketing material and ‘Reasons Why’ letters.

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  • Swap investment range user guide

    Explanation of how to swap from the SelfSelect investment range into the WealthSelect Managed Portfolio Service.

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  • New investment user guide: CRA

    Information on how to make a new investment into the WealthSelect Managed Portfolio Service.

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  • New investment user guide: ISA

    Information on how to make a new investment into the WealthSelect Managed Portfolio Service.

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  • New investment user guide: CIA

    Information on how to make a new investment into the WealthSelect Managed Portfolio Service.

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  • New investment user guide: CIB

    Information on how to make a new investment into the WealthSelect Managed Portfolio Service.

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  • New adviser terms of business for mps

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  • Supplementary client terms and conditions

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  • Pre-approach client letter

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  • Global Partners

    A guide explaining how we've been able to harness the power of the world's market-leading asset managers and bring them together in one place

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Financial Adviser Verification