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NOTICE: Change to our investment platform

This notice is to inform you of a new and exciting development in the evolution of the service we provide to our clients. We are constantly looking for ways
to improve and make sure that ours is the very best and most complete offering in the market. We are therefore delighted to announce the launch of the VERO investment Platform.

As part of our due diligence in choosing a suitable partner to power our new platform, we spent considerable time looking at our client service proposition
to ensure our clients get the most out of the technology available, if, when and where they want it. The good news for you is that we have partnered with your existing platform; True Potential.

What does this mean and how will it affect you?

The day to day administration of your investments will not change, however the VERO Investment Platform gives us greater control over our investment
proposition and functionality. You need take no action. You should notice some changes to the branding when you log in but apart from that you will continue to enjoy the same functionality.


Download the VERO app on Google Play Store or Apple Store. Simply search “Truly Independent – VERO”

– View your investments 24/7.
– Track performance against your goals.
– Add to your investments from £1 with world-first impulseSave® technology.
– Link your assets and investments to track your net wealth.
-And much more.

If you have any questions, then please feel free to contact your financial adviser.

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