Introducing you to Quilter
Introducing you to Quilter is showcased as an interactive online document, providing a comprehensive overview of Quilter's services across various industries.
Introducing you to Quilter Your award winning online investment platform
Tailored and trusted financial solutions. Since 1979, weve been helping customers like you achieve their financial goals and live more prosperous lives. Thats why over 460,000 people have chosen to invest more than 68bn * with us and why weve consistently won awards for our gold star service. Quilter and your financial adviser At Quilter, we believe in the power of professional advice. Thats why we work with financial advisers like yours, so that you can enjoy the benefits of a tailored service powered by our market-leading platform. * As at 30 June 2021 We pride ourselves on giving you: B+ PLA TFORM SECTOR VERY STRONG QU ILTER INVESTMENT PLATFORM LIMITED ISSUED: 06/01/2021
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Giving you a safe and secure home for your investments. At Quilter, our number one priority is the security of your investments.
Giving you the best value for your investments. At Quilter, we make sure your fi nancial adviser has access to everything they need so that you can enjoy great value on your investments.
Extra value for you and your family. Did you know you can drive down the cost of investing with our multi-family member discount? With Family Linking we add together all family investments, to calculate a reduced platform charge for all family members. How Family Linking works Up to four generations can be linked. You need to be with the same financial adviser firm. Youll all benefit from a reduced platform charge. Find out how much you and your family could save by speaking to your financial adviser about Family Linking.
Giving you quick and easy access to your money. At Quilter, well give you access to our market-leading platform so that you have:
Welcome to your customer centre. When you become a new Quilter customer, the fi rst thing youll want to do is activate your online account. Our online Customer Centre is now used by over 180,000 customers, who love the fact that they can: see how their money is performing view all their savings in one place go paperless to reduce unnecessary admin.
Your investment may fall or rise in value and you may not get back what you put in. platform.quilter.com Please be aware that calls and electronic communications may be recorded for monitoring, regulatory and training purposes and records are available for at least five years. Quilter is the trading name of Quilter Investment Platform Limited which provides an Individual Savings Account (ISA), Junior ISA ( JISA) and Collective Investment Account (CIA) and Quilter Life & Pensions Limited which provides a Collective Retirement Account (CRA) and Collective Investment Bond (CIB). Quilter Investment Platform Limited and Quilter Life & Pensions Limited are registered in England and Wales under numbers 1680071 and 4163431 respectively. Registered Office at Senator House, 85 Queen Victoria Street, London, EC4V 4AB, United Kingdom. Quilter Investment Platform Limited is authorised and regulated by the Financial Conduct Authority. Quilter Life & Pensions Limited is authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority. Their Financial Services register numbers are 165359 and 207977 respectively. VAT number 386 1301 59.
