At Xafinity, we want to make life for you and your clients easier. We understand that, as an adviser, you need an administration service you can rely on. We understand the importance of providing consistently good service. To ensure you always receive the best possible service, we invest in the best people and systems. And, if we make a mistake, we will admit it and then try to put it right as quickly and efficiently as possible.
Our product and service is designed to make your life easier. We have listened to advisers and designed a flexible SIPP that provides value for money and excellent customer service. As part of our service, we provide you with the following. Text in this colour refers to the SimplySIPP.
- Access to SIPP Centre - Our secure online portal providing you with access to all the up to date information and tools you need to advise your clients.
- A named consultant you can contact directly - We will do our best to ensure that all your SIPPs are administered by the same team of administrators and we will provide you with a named consultant responsible for all of your SIPPs.
- Published service levels - We are committed to providing you with excellent customer service and our service levels are available in our SIPP Centre.
- Access to an online funds supermarket - We have teamed up with leading fund supermarket Fundsdirect to provide you with online access to over 2,000 funds and shares with specially negotiated discounts. These include a wide range of investment trusts, unit trusts, funds and shares in OEICs.
- A panel of discretionary managers - We are setting up agreements with some of the leading discretionary fund managers, providing you with easy access to a range of fully managed investment services.
- Access to basic funds - These are very low cost funds that might be suitable for any part of your clients' assets that you do not plan to manage on a day-to-day basis. Most are index-tracking funds.
- Online illustrations- Our fully featured illustration engine allows you to create illustrations for your clients as needed.
- A wide and flexible investment choice- In addition to regular investments, we also allow investment in more specialised assets such as those listed below.
Investing in specialised assets can involve extra conditions and we may need to investigate whether the planned assets can be held by the SIPP before allowing the client to proceed. Specialised assets of this nature are not available to the SimplySIPP.
You will be able to access the Xafinity SIPP Centre once you sign up your first client.
For more information, contact a member of the SIPP team.