Paraplanner training plan

Our technology has been designed to link your client’s accounts or bonds together under a single customer reference or ‘Head Account’.

When we receive instructions to buy or sell assets they are usually processed on the day of receipt and assets are usually bought or sold no later than the day following receipt.

A series of practical videos helping you manage investments on our platform.

A series of practical videos helping you manage client retirement needs on our platform.

We've built on Uscan’s strengths to create a fully integrated client report.

Our Collective Retirement Account (CRA) allows you to transfer assets in specie by re-registering assets directly into the CRA. This is in addition to the ISA and Collective Investment Account, where re-registration was already available.

This step-by-step summary and video explains how to run CGT calculations and reports for your clients.