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AWD Chase de Vere confirms platform providers

AWD Chase de Vere has confirmed the first seven providers to be housed on its new investment platform following the recent tender process.

Legal & General unsurprisingly will provide four of the five tax wrapper areas.

The successful providers are L&G and AIG for onshore bonds, L&G, Axa and Canada Life for offshore bonds and Aegon and The Hartford for guarantee products.

Sipps will be offered by L&G, Axa and Scottish Widows with personal pensions being offered by L&G and Widows.

The platform, being developed in conjunction with Cofunds, will provide access to over 1,000 funds from more than 70 fund managers.

At launch, three wrap providers will be available within each product category with the successful with-profits provider being announced shortly, together with additional providers in the onshore bond and personal pension sectors. 

Sipp investors will also be able to use the AWD Chase de Vere Sipp on the platform.
AWD Chase de Vere marketing director Martyn Laverick says: “One size does not fit all and our advisers need access to a full range of wrappers in order to be able to provide our clients with the best solution to their needs.  Some clients will need highly technical wrappers with access to sophisticated investment options while others will need no more than a plain low-cost plan.
“The next stage of our development is to work closely with our chosen strategic partners to provide seamless integration across all wrappers and all funds.  Once this major IT project has been completed and thoroughly tested we will be ready to roll out our new platform to our advisers and clients.”



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