IFAs
Avalon sets up agencies for IFAs on receipt of the first item of business. Download our Terms of Business form by clicking on the 'Download Literature' button (see the menu tabs opposite), then please sign and return page 1 together with the client's application form.
Yes, all you have to do is send a cheque for £10,600 and the extra £400 will cover the initial charge of 4% (assuming you take 3% commission). You can adjust this figure depending on the level of initial commission you are taking. With ISA (ex-PEP) transfers it is also possible to send in a separate cheque to cover the transfer cost, maximising the amount invested tax-free.
We could... but it would be a long one! Through our Freedom products you can invest in any unit trust, OEIC or investment trust. What is more, as new funds come on the market so your clients can invest in them if they wish as soon as they are launched. Unlike some of our competitors, you do not need for the fund to be 'appointed' to the panel of funds.
We would love to offer this as an option but the broker costs for buying these asset types could well swallow up most of the monthly subscription!
No we don't. The only charge payable is the fund managers charge for buying their units. The purchase discounts we have negotiated with the vast majority of the fund management companies means any costs are kept to an absolute minimum.
Not necessarily. Our flexible administration systems mean that you can specify the trail commission you want. This could be 0%, 0.25%, 0.5%, 0.75% or even 1% - whatever you agree with your client.
Yes, this is a common request. Please contact our office for more information on charges and applications. The request form required to process this request is availbale in the 'downloads' section of the website.
Yes we do. There is a transfer form within the Freedom ISA literature (see our 'downloads' section). The transfer charge is 4% (assuming you take 3% commission). We can transfer in cash or in specie, (where the holdings are simply re-registered in our nominee name), although some companies make a charge for re-registering assets so its best to check with the ceding company first.
Dont forget the change to the ISA Regulations in April 2008 now mean we can also accept transfers from Cash ISA's into either the Freedom ISA or the Protected Cash ISA.
As our products are completely open choice we are unable to offer client specific illustrations. We provide example illustrations in the Key Features section of our product literature and we ask that IFAs use these as a guide. We will, however, provide an illustration when a client is using our monthly paid Freedom ISA to fund a mortgage if we know what the fund selections for the ISA are going to be.
We have helped many IFAs to enhance their investment business by providing marketing expertise and the ability to badge our highly flexible products. If you have a sizeable client base and would like to see examples of previous projects then please contact our marketing department on 01666 501710.