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.

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Man sat on floor with laptop

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)
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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.

VIEW CHARGES 

Order execution


You can find our Funds & Shares Service Order Execution Policy and other related information, such as quality reporting, by clicking below.

FIND OUT MORE 

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