IFAOnline
Scott Sinclair
True Potential managing partner David Harrison today met with FSA executives to discuss ways to speed up the application process for firms seeking direct authorisation.
The support services provider, which is handling the application process on behalf of new members, says the average authorisation time is approaching six months.
Among Harrison’s suggestions [...]
Financial Adviser
Aamina Zafar
Independent wrap Ascentric has integrated its platform with adviser support services provider True Potential.
The amalgamation provides True Potential users with a daily valuation feed of their client’s holdings that are available on the platform.
The tie-up means that True Potential users now have access to up-to-date portfolio valuation information alongside [...]
IFAOnline
Will Roberts
Ascentric has united with adviser support services group True Potential.
The link-up provides True Potential users with a daily valuation feed of client holdings on the platform.
They will also have access to to up-to-date portfolio valuation information, alongside existing client data when logging into their back office system.
“This is a great example of [...]
Citywire
By Alex Steger
Ascentric has announced the integration of its wrap platform with the adviser support service True Potential.
The integration provides True Potential users with a daily valuation feed of their Ascentric wrap client holdings, and means they can view up-to-date portfolio valuation information next to existing client data when they log on to [...]
IFAOnline.co.uk
Daniel Harrison, senior partner at True Potential, says advisers are moving from national and network propositions to become directly authorised. And he thinks he knows why…
Applications for direct authorisation with the FSA are soaring. Why? In a word: control. Who controls the client? Although this will differ from one company to [...]
Citywire
Alex Steger
True Potential has expanded its services for advisers going directly authorised after an influx of applications from Positive Solutions advisers.
The support service provider is using a ‘holding firm’ which advisers can join while awaiting direct authorisation from the Financial Services Authority (FSA), which can take up to six months.
In June, [...]
True Potential LLP. Registered Head Office: Waterfront 4, Newburn Riverside, Newcastle upon Tyne, NE15 8NY
Tel: +44 (0) 871 700 0007,
Email: enquiries@tpllp.com,
Web: www.tpllp.com
Copyright © 2009 True Potential LLP, All Rights Reserved. Terms & Conditions | Privacy Policy | Work for TP | Site Map | Accessibility
RSS Feeds: Press Room | Views & Opinions