Convenient, Efficient, Simple
- 24/7 access to fund and transaction details
- Use your preferred risk profiling process to align your client's asset allocation to their attitude to risk
- Automatic investment into a Sharia accredited Discretionary Portfolio Service
- Funds automatically rebalanced without the need for individual client or IFA authorisation
- Aligned with FSA sentiment on investment advice, mitigating
your business risk
Smart Solutions, Smart Partners
- Risk-rated Sharia Compliant model portfolios
- Online pensions report illustrates projected fund value against desired retirement income, so that any shortfall can be remedied
- Platform technology provided by Praemium
- SIPP wrapper and administration provided by Pointon York
Competitively priced
- No Establishment Fee
- Annual Administration Fee £150
Click on the key documents below to find out more.
Application Form Key Features
Terms and Conditions Important Information
Fee Schedule


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