Abrahaj
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- Abrahaj
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Hi, We have started using Intelliflo Planning - obviously it's fully integrated with iO with information coming through from the main database - the argument above about the database being corrupt / using different values etc. is a valid one (albei…
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Thanks for your comments...I will get a proper login set up! 6 years.... that's a bit scary!! As you can see, we haven't had that much call for researching this area in the last 6 years, but are getting more and more 'suitable' clients these days.
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This is bit of an old thread, but wondered who people are currently using for B(P)R / AIM / VCT research..?
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As far as I am aware, if we do a JISA on Zurich, we can access our model portfolios as we would for any "normal" client...restricted fund range may be the case with CTF, but given that at age 18 a JISA will convert to a normal adult S&S ISA it w…
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I have been told that we can now access one through the Zurich platform but it will be a paper based application form initially and we will not be able to make any changes to it in terms of adding contributions or changing funds until it is official…