Services for independent financial advisers

We will tailor our partnership to meet your needs and preferences as well as your clients', and your lead manager will build an enduring relationship that works for you and your firm.

You can choose how we work together:

1. You may wish to retain the responsibility for assessing the risk and suitability of your clients' investments
2. If you prefer, we can take over all these responsibilities for you
3. Or we can agree a joint 'hybrid' working relationship.

Whichever working relationship you choose, we will make sure it enables both of us to use our time and resources efficiently, and ensures compliance.

How we help IFAs

• We will provide consolidated quarterly client valuations, with a market commentary
• We will also provide you and your client with comprehensive tax reporting
• You and your clients can access their accounts online 24/7 to view investments, transactions and up-to-date valuations
• Our highly analytical investment process includes in-depth research and continuous monitoring
• We will communicate with you regularly in whichever way suits you
• Your clients' wealth is in safe hands – we have a strong track record of meeting our clients' wealth management needs and delivering consistent returns
• If you want to check how we're succeeding at any time, you can clearly assess our performance with ARC, Defaqto, Distribution Technology and FE.

Intermediary platforms

Our range of risk-rated model portfolios are also available via a wrap on a variety of platforms.

A wrap is a secure internet-based account that lets you and your clients view the current performance of their investments at any time. It is called a wrap because client investments can be wrapped up in a single account.

The aim of a wrap is to allow advisers to select and purchase investments from a wide range of solutions. These investments may sit within wrappers that enjoy certain tax advantages and typically include ISAs, SIPPs, Personal Pensions and Investment Bonds.

Please be aware that all platforms operate in a different way which will affect the nature of your relationship with Canaccord Genuity Wealth Management. You should ensure that you clearly understand the nature of a platform's service prior to engagement.

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