The Sterling Investment Account is a collective investment account that allows an investor to hold a large number of mutual funds (Unit Trusts/OEICs), from a number of fund managers, within one account.
This account provides the benefit of simplified administration, consolidated reporting, substantial fund discounts, access to Fund Centre and a number of other benefits.
Flexibility
Clients will have differing approaches to investment and the Sterling Investment Account takes this into consideration. Using a phased investment facility, investors who don't want to invest all of their money at once, can drip feed their investment over a period of time. This allows them to take advantage of ever changing market conditions and pound-cost averaging.
The Sterling Investment Account is a great way for clients to use up their annual CGT allowances, and with flexible commission options, competitive charges, and unique ten year death benefit, the Sterling Investment Account truly is a flexible and potentially rewarding addition to offer your client.
Simplicity
The Sterling Investment Account is a one stop solution for investors that offers over 190 specially selected funds from the top fund managers in each sector and allows you to build portfolios for your clients quickly and easily. However we are unable to offer all funds for Corporate Investors, details of what funds are available can be viewed here.
The account's simplicity lies in its administration and reporting, whether a client invests in ten or fifty funds, Sterling will send you one information sheet to monitor performance. Added to this, you can keep up to date with their performance via the Fund Centre.
Please refer to the Key features Document for full product details
