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01603 218000Where we send investment applications or orders on your behalf to third parties (for example, to buy or sell investment holdings), we make every effort to ensure the best possible result for our clients. This is referred to as best execution. In arranging for the execution of your order:
We are obliged to disclose on an annual basis the top five investment firms that we send our client orders to. The table below relates to the period 1 January 2019 to 31 December 2019.
Class of investment: Open ended collective investments, (such as unit trusts and OEICs)
Top 5 venues ranked in terms of volume | Proportion of volume transmitted as a percentage of total | Proportion of orders transmitted as percentage of total |
---|---|---|
Standard Life Wrap | 34.91% | 28.81% |
Ascentric | 18.68% | 23.66% |
The Aegon Platform | 15.72% | 22.63% |
Fidelity FundsNetwork | 30.69% | 24.9% |
Note: we have only placed orders with 4 venues for this class of investment