FAQ results for “”

Your clients can keep track of their investments through Investor Zone. Clients can check the value of their holdings and see how they’re performing. They’ll also have access to a wide range of downloadable documents, including valuations, transaction history, quarterly statements and consolidated tax certificates. 

We maintain ownership of all data held on third party software and have selected Rackspace as our managed data centre provider. Rackspace is the world leader in the managed cloud segment of the business information technology market. They satisfy the security requirements of our business and are accredited with ISO 27001, PCI, and ISEA 3402. Rackspace also holds ISO 9001 for quality assurance and ISO 14001 & BS OHSAS 18001 to meet its environmental responsibilities. 

We have a comprehensive business continuity and disaster recovery policy that includes internal controls, policies, and procedures, as well as appropriate management oversight and monitoring, governance and training. Please contact us for full details. 

Details for how to make a complaint can be found in our complaints procedure document.

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 £10.00 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.