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Investment Opportunities

09-02-2010

A new website www.cisplatform.com provides access in one place to a range of alternative investments suitable for IFAs looking to diversify their clients’ portfolios.

A number of property partnerships including the recently launched Close Residential Growth Partnership are featured on the site alongside funds investing in such diverse asset classes as private equity, currency, bridging finance and gold.

Most of the funds featured can of course be accommodated within a Westerby SIPP or SSAS.

Key features of all investments listed on CIS Platform are:

  • All investments are available to investors ONLY via an FSA authorised intermediary such as an Independent Financial Adviser.
  • All investments are operated by an FSA authorised operator and comply with statutory requirements regarding the promotion, marketing and management of the investments.
  • The fund operator will normally be willing to meet investors’ financial advisers to explain in detail the fund investment strategy and to explain how it is intended this strategy will be successfully achieved.

For more information please visit www.cisplatform.com

 

Registered Address: 1 & 2 St Matthews Business Centre, Gower Street, Leicester LE1 3LJ
Registered in England & Wales No. 02562924
Westerby Trustee Services Ltd is Authorised and Regulated by the Financial Services Authority Reg. No. 463533 View Site Map

Specialist provider of Self Invested Personal Pensions (SIPP) and Small Self Administered Schemes (SSAS)