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Wealthtime is owned by AnaCap Financial Partners, a leading private equity firm that’s been investing in the European and UK financial services sector for 15 years.

Our Custody of Client Money page details how we meet the rules set out by our regulator, the Financial Conduct Authority (FCA), regarding how we hold and protect client assets and cash.

Clients are set up with read-only access, and it’s only you that can make changes to your client’s portfolio.

Adviser charges are paid on the 15th of the month and our charges are deducted on the 7th of the month.

Our target cash feature allows you to manage your client’s cash balance so you can be sure they have enough funds to cover any charges.

Payments are usually sent by BACs. Payments can also be made by CHAPS on request, though there will be a £7.50 CHAPS fee.

Direct Debits are collected on the following dates:

• ISAs on the 3rd or 17th of the month,
• GIAs on the 12th or 27th,
• and SIPPs on the 7th or 21st.

Yes, our platform is available to white label. For more information on this, please contact our team.

When it comes to working out what forms you need, we’ve created a helpful set of questions that’ll point you in the right direction on our literature page.

To help speed up processing, we’ll also accept the following as scanned copies when attached to a secure message:

• ISA application for existing clients
• SIPP supplementary contribution application forms
• Self-certification declarations when opening a new product
• Benefit payment forms
• Evidence of age pro formas
• Discretionary fund management agreements
• SIPP expression of wish forms
• Adviser charges agreements (updates only)

The fees for our products and services are transparent, and we receive no payment from any third party investment product providers for the service we provide to you. We also offer family pricing. View our Fee Schedule here.

Interest is paid according to the rates agreed with Barclays Bank, which are subject to variation. Wealthtime Classic does not retain any interest earned on the cash held within your client’s product bank accounts.

Please visit our investor Cash Hub for the latest interest rates.