The Succession Investment Platform is an administrative umbrella that can be used to take custody of all your collective investments.

We can use the Succession Investment Platform to hold all your invested assets in one place allowing for easier management and a reduction in overall charges. The Succession Platform gives us access to an unlimited amount of investment options that is continually monitored so we can maintain a core portfolio solution which best caters to our clients’ needs.

Please complete the form below to send us an online enquiry. Fields marked with an asterix are required.