New Partnership with Conexim

Published: 17 Sep 2019

 

We are delighted to announce a new partnership with adviser support and services provider Conexim to offer a market-leading platform option for our International SIPP product.


The new option offers a fixed percentage fee for International SIPP clients with no additional custody or dealing costs on a range of over 4,000 funds. Along with excellent value, this delivers clients clarity on the fees they are charged. 

The new platform option, launched in September 2019, offers investments in only clean share classes and assets that meet the FCA’s Standard Asset criteria. Transfers from Defined Benefit Schemes are accepted.

Stewart Davies, our Group CEO, said the launch was a significant development in the company’s ongoing drive to add technology-driven products to its portfolio.

He added: “We have carefully modelled our platform option to ensure it delivers an enhanced proposition for clients within a competitive market. It is designed with a transparent charging structure, offering clients certainty on the fees they will pay, whilst providing direct access to the platform to monitor their investments. In addition, there remains genuine and necessary Trustee oversight which gives reassurance and peace of mind to clients.” 

Mike Shannon, Conexim International’s Development Manager, said: “Conexim are delighted to grow our relationship with Momentum to give financial advisers and clients access to state of the art pension, investment and customer reporting technology.  Working in conjunction with Pershing Securities International Limited who are responsible for the custody, clearing and settlement, will give clients additional security and comfort to partner with Momentum and Conexim for many years ahead.”

This information is intended for professional advisers only.

 

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