Skip to main content
Search

Quilter due diligence

Access our key due diligence documents, target market and value information, and details of how we help protect customers' money.

Platform due diligence made easy

Get instant access to answers to the questions financial advisers frequently ask about Quilter’s platform, in a simple question-and-answer format. It covers the platform provider, product and fund range, charges, support, functionality, accessibility, tools, terms and conditions and more.

Access our web version

Download the platform due diligence guide

Introducing you to Quilter

This client-facing brochure can help provide reassurance when introducing new clients to the platform.

Download the brochure

Looking for a list of key features? Try our Why Quilter's platform document.

Explore other due diligence resources

CashHub due diligence

Find answers to key questions about the CashHub, powered by Bondsmith, from how the service works to security, governance and how customers’ money is protected.

Download CashHub due diligence

WealthSelect due diligence

A comprehensive guide to WealthSelect, covering its investment process, portfolio management, risk, governance, compliance, suitability, charges and business continuity.

Download WealthSelect due diligence

Target market and assessment of value

Find the information you need to support your Consumer Duty and product governance requirements, including target markets and Quilter’s assessment of value methodology and results.

View target market and assessment of value

How your clients’ money is protected

Understand the safeguards designed to protect customers’ money and assets, including segregation and ring-fencing, regulatory safeguards and Financial Services Compensation Scheme considerations.

Read how money is protected

How we protect the platform and your data

Our customer-facing statement outlines the security measures we have in place to help protect the platform, including our approach to cyber security, data protection, access controls and incident management.

View cyber security statement

Can’t find what you need?

Our due diligence resources cover many of the questions we regularly receive from adviser firms. If your firm has a specific question that isn’t answered here, get in touch and we’ll help you find the right information.

Contact our due diligence team

Approver: Quilter, November 2026.
QIP 24385/206/19753