Funds & Shares Service
As a member of the London Stock Exchange, we can offer your clients low-cost access to a comprehensive range of investment options, while giving you greater control over when you buy and sell their investments.
Investment choice
The Funds & Shares Service is available through all our wrappers, and provides access to the Managed Portfolio Service and the AJ Bell Funds.
| Investment | RIA | SIPP | ISA | GIA |
|---|---|---|---|---|
| More than 4,000 unit trusts and OEICs | ✓ | ✓ | ✓ | ✓ |
| Exchange-traded Funds | ✓ | ✓ | ✓ | ✓ |
| Exchange-traded Commodities | ✓ | ✓ | ✓ | ✓ |
| Investment trusts | ✓ | ✓ | ✓ | ✓ |
| Shares | ✓ | ✓ | ✓ | ✓ |
| Government bonds | ✓ | ✓ | ✓ | ✓ |
| Corporate bonds | ✓ | ✓ | ✓ | ✓ |
| Permanent Interest Bearing Shares (PIBS) | ✓ | ✓ | ✓ | ✓ |
Your clients’ needs keep evolving, so we do too
We are always looking for ways to enhance our platform and make it even easier to use.
XO option
As well as giving us the freedom to respond quickly to your changing needs, the Funds & Shares Service gives us a sound foundation for keeping our charges low.
And if a client wants to manage some investments separately from those managed by yourself, our execution-only option allows you to facilitate that.
Order execution
You can find our Funds & Shares Service Order Execution Policy and other related information, such as quality reporting, by clicking below.