Wealth Platform
Financial Intermediaries benefit from the following:
Credo's platform includes the following solutions, allowing Financial Intermediaries to provide a holistic wealth management service to their clients:
Business Models
Credo provides Wealth Solutions to Financial Intermediaries, including Wealth Managers, Financial Advisory Firms and Family Offices in the UK, Channel Islands, Europe, Australia and South Africa.
We offer two business models that provides Financial Intermediaries with flexibility to choose the model that suits their particular circumstances and Credo further supports the migration between business models as your business needs evolve and mature:
Outsource ('White-labelled') |
Regulatory Umbrella ('White-labelled') |
|
Contracting party | Regulated entity | Regulated entity via Principal |
Branding | White-labelled |
White-labelled 'as a trade name of Principal utilised under an exclusive license' |
Regulatory - Individual - FCA Registration |
Regulated entity | Principal, as regulated entity |
Regulatory - Compliance - Supervision / Monitoring |
Regulated entity | Principal, as regulated entity |
Regulatory - PI cover |
Entity responsible for own PI | Entity responsible for own PI |
Investor - TOB |
Regulated entity TOB | Principal TOB |
Investor - Client of |
Regulated entity | Regulated entity via Principal |
Premises | Client decision | Client decision |
Pricing Model | Service based | Service based |