The asset types available on our platform include the following:
- UK Open Ended Investment Companies (OEICs)
- UK Unit Trusts
- UK Investment Trusts
- Exchange-traded funds (ETFs)
- UCITS IV compliant overseas OEICs and SICAVs
- Equities (S&P500 and the FTSE350)
ETFs must satisfy the following:
- Be tradeable via Winterfloods Business Services (WBS)
- KIIDs available via FundsLibrary
- Daily pricing provided by ICE
- Be EEA domiciled, a UCTIS, and recognised on the FCA register – requirement to meet regulatory requirements for ISAs or SIPPs
- Fall under the FCA Temporary permissions regime if it is EEA domiciled – ensure asset is authorised to be marketed in the UK following the end of the Transition Period
All other funds must be daily trading, and must be tradeable via Calastone.