Parmenion's platform services can support portfolios invested through a wide range of portfolio wrappers. If you already work with a firm that we have not detailed below, we are happy to discuss the possibility with them about adding them to our platform.
General Investment Account (GIA)
A general investment account is available for all clients with a minimum initial investment amount of only £7,000. Regular savings via Direct Debit are also permitted (minimum periodic payment of £150.)
All assets are managed on a discretionary basis in accordance with the risk profile agreed between the client and Adviser. The investment managers have whole of amrket access to collective funds when creating and managing portfolios. Fund research, dealing, monitoring, switching and rebalancing is undertaken by Parmenion under the discretionary mandate.
Individual Savings Account (ISA)
Parmenion is an authorised Individual Savings Account manager and supplies an in house ISA wrapper. Minimum initial investments are £7,000 with additional investment permitted from £1,000. Regular savings are permitted via Direct Debit (minimum periodic payment of £150).
Self Invested Personal Pension (SIPP)
Parmenion's full investment and platform services are accessible through over 20 Self Invested Personal Pensions including:
•AJ Bell
•Alltrust
•MAB Pensions
•Curtis Banks
•Heritage
•Sanlam Investments and Pensions
•European Pensions
•MC Trustees
•Minerva SIPP
•PPS
•Pointion York Heritage
•Premier Pension Services
•Hornbuckle Mitchell
•Rowanmoor Pensions
•Intelligent Money
•SIPP Centre
•IPM SIPP Administration
•Skandia
•James Hay
•Suffolk Life
•Tudor
•LV
•Westerby
•Winterthur
New SIPP providers can usually be added on request. SIPP providers will additionally levy their own charges.
Offshore Investment Bond
Parmenion can support investment on the platform through the following Offshore Bond providers:
• AXA Isle of Man
• Canada Life international
• IOMA
• Clerical Medical International
• Royal Skandia International
• Aviva Life International