Capita and Bankhall join forces to create unique advisor platform
IFA support services organisation, Bankhall and independent platform provider, Capita Enabler, have launched a service for Bankhall members.
Developed in response to IFA demand, the retail distribution review being conducted by the FSA and the ‘treating customers fairly’ principle, Portavista, a new trading platform, will deliver an enhanced compliant sales process for IFAs.
A fully independent ‘whole of market’ risk-profiling tool will be provided by leading actuarial firm Barrie & Hibbert. In addition to a whole of market fund supermarket, a streamlined investment approach has been developed. Linked to the risk profiling tool, five
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