Sippcentre offers you several different ways of investing your clients’ portfolios to suit their individual needs.
Funds & Shares Service (SIPP, ISA, Junior ISA and GIA)
You can learn all about our Funds & Shares Service by reading our factsheet. The following is a summary of the main features and benefits.
In-house investment platform
With the Funds & Shares Service, your clients’ funds are invested using our in-house investment platform. This allows us to keep your clients’ costs down and ensures that you benefit from a consistently high level of service across every aspect of their investment portfolio.
Discounted charges
Our £120 + VAT SIPP set up charge is waived if your client invests £25,000 or more of SIPP assets through our Funds & Shares Service. If they invest £200,000 or more, we will waive our quarterly administration charges too.
Our unbundled charging structure features a competitive-tiered annual custody charge*, ranging from 0.05% - 0.2% of your client’s fund value. It costs nothing to deal or switch using our regular investment service, and our bulk dealing service costs just £1.50 per deal. Standard online dealing is just £3.95 per deal. It is this combination of charges that industry experts have described as “game-changing” and “groundbreaking”.
See our charges and rates for full details.
*We have a legacy funds list to help you understand which funds will not attract an annual custody charge when held using our Funds & Shares Service.
Huge investment universe
With our Funds & Shares Service you can invest in a huge range of investments that includes more than 7,000 collectives, investment trusts, Exchange Traded Funds, Exchange Traded Commodities and Exchange Traded Notes, UK equities and gilts, warrants, CFDs, structured products, VCTs, corporate bonds, eurobonds, REITs and preferential shares.
Full details of the funds universe and terms available on each fund can be found at our research centre.
Comprehensive investment research tools. Each investment ‘type’ available online (fund, ETF/ETC, investment trust and equity) has its own page, making it simpler to research the investment you are interested in.
Comprehensive fund documentation. A single point of access for all funds terms, factsheets, Key Investor Information Documents and simplified prospectuses.
‘Quickrank’. Allows you to arrange and view investments based upon a number of filter options, including their fees, charges and performance. You can quickly filter and access research on more than 7,000 funds, 1,200 ETFs/ETCs and 600 investment trusts.
‘Screener’. Lets you arrange and view funds, ETFs and investment trusts based upon a number of filter options. These include the investment type, performance, risk and Morningstar ratings. Equities can be filtered according to the chosen exchange, performance and risk.
X-ray analysis. Reviews actual and
model portfolios by identifying key areas, such as performance, asset allocation, sector exposure, geographical distribution, style and stock overlaps.
Model portfolio functionality. Allows you to create model portfolios using a number of selection. As an added convenience, these models can be exported into our dealing area of the website and used within our model portfolio tools to provide an efficient and streamlined way of managing any portfolio.
News content. The latest investment news available and market index charts.
(If you wish to invest in a fund that does not appear on this list, or which appears to carry a high minimum investment, please contact our Dealing Services Team who can advise whether a deal is possible.)
The table below summarises the enormous range of investment opportunities that our Funds & Shares Service offers.
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Investment |
SIPP |
ISA |
GIA |
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Shares |
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More than 7,000 unit trusts and OEICs |
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Government bonds |
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Corporate bonds |
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Permanent Interest Bearing Shares (PIBS) |
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Warrants |
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Covered warrants |
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Investment trusts |
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Exchange Traded Funds |
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Exchange Traded Commodities |
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Read our Funds & Shares Service factsheet for more information.
Investment partners and discretionary fund managers option (SIPP only)
Instead of using our Funds & Shares Service to invest your clients’ money, our investment partner and discretionary fund manager options allow you to use a range of selected investment partners or discretionary fund managers instead.
| Investment Platforms | Website | Investment factsheet |
| Cofunds |  |
|
| Sippcentre.enquiries@cofunds.co.uk | www.cofunds.co.uk | |
| Skandia Investment Solutions | |
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| info@skandia.co.uk | www.skandia.co.uk/fasite | |
Execution-only option (SIPP only)
This option is not currently available for new business, as Selftrade are undertaking a review to enhance some of their processes. For further information, please contact Selftrade at the email address below or our Adviser Support Team.
If your clients prefer to deal in the investments held in their SIPP themselves, then the execution-only option could be ideal for them. This option is available via Selftrade - one of the UK's largest execution -only stockbrokers. To find out more about the execution-only option, please read their investment factsheet or contact Selftrade directly.
Email: info@selftrade.co.uk Web: www.selftrade.co.uk
Off-panel option (SIPP only)
The off-panel option provides access to a wide range of other investment options including commercial property. If you use the off-panel option, additional administration charges are incurred, for full details read our charges and rates document.
The table below summarises the different SIPP investment opportunities available via our panel and off-panel options.
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Investment option |
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Investment type |
Funds & Shares Service |
Panel |
Off-panel |
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Shares |
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Unit trusts and OEICs |
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Government bonds |
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Corporate bonds |
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Permanent Interest Bearing Shares (PIBS) |
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Warrants |
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Covered warrants |
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Investment trusts |
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Exchange Traded Funds |
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Exchange Traded Commodities |
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Other investment platforms, e.g. fund supermarkets |
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UK commercial property |
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Trustee investment plans (single and regular premiums) |
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Off-panel discretionary/advisory fund managers |
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Off-panel execution-only stockbrokers |
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External bank accounts and fixed term deposits |
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UK commercial property, including borrowing when required |
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There are no limits on how you use Sippcentre’s panel and off-panel investment options, you can choose to use a number of different options to match your client’s investment needs. For more information about Sippcentre’s investment options, please read our investment options user guide.
Can we help you?
To register for Sippcentre (financial advisers only).
To contact Sippcentre’s adviser support team, call 0845 83 99 060 (lines are open 9am to 5pm, Monday to Friday, except bank holidays) or email: enquiry@sippcentre.co.uk
