Platform Switch Service
Switching investment platforms made easy
- The information on this page is only suitable for financial professionals.
- Past performance is no indication of future returns and investors could get back less than they pay in.
- There’s no guarantee that models or funds will meet their objectives.
- The value of investments can go down as well as up.
Introducing Switch
Moving clients to a new platform can be time consuming, from assessing suitability and managing applications to transferring assets and setting up regular transactions. That's why we created Switch.
Built with adviser feedback, Switch is our flexible platform transition service, designed to make moving clients to Parmenion as smooth and efficient as possible. You choose the level of support you need, so you can spend less time on administration and more time delivering great client outcomes.
Award winning service
Get support right from the start from our award-winning customer success team.
Quick data migration
You give us the data, we’ll upload it for you, and your clients are ready to go.
Trackable transfers
We’ll process transfers and keep you updated on how they’re doing.
A flexible, transparent process
Our four-stage process keeps things simple and flexible, so you can adapt to your business and client needs. Easy to plan, easy to track.
Support to get your clients ready
We’ll give you the resources you need to support your clients, from client guides and how-to guides to suitability templates.
A dedicated switching team
Get hands-on support throughout your switch, with a dedicated team on hand to answer questions, keep things moving and help resolve any issues.
Step 1: Prepare
- Work with us to understand your options
- Establish the best way to move your clients across
- Create your plan to move your clients
Stage 2: Communicate
- We’ll work with you to plan the communication of the changes to your clients
- We’ll explore the approaches you can use
- Then you can issue the communications with the recommendations
Stage 3: Activate
- Send us the clients who’ve sent their approval or decided not to opt out and are ready to move
- We’ll get them set up and activate their accounts
- Then we’ll start requesting their transfers
Stage 4: Welcome
- As we welcome your clients to Parmenion, we’ll make sure you know where their money is and when to expect it
- If they ask, you’ll have the answers
Speak to our team
Tell us a little about what you're looking for and we'll be in touch to discuss how we can help. We'll also send you everything you need to support your clients through the switching process, from how-to client guides to suitability templates.
