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
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. Please note, equities are not something we currently offer on platform.