Benchmark platform documents

Key documents

Your agreement with us

Custody agreement

Guides

Guide to Fusion Wealth literature
Product wrapper guide
Guide to risk
Guide to transfers
Investor protection guide
JISA rollover guide
Guide to proxy voting
Guide to flexible ISAs

Fair value statements

Product governance
Value Statement - Fusion Wealth Platform
Value Statement - Fusion Wealth Products (GIA, ISA, JISA & SIPP)
Value Statement - Best Practice Network
Value Statement - Evolution Wealth Network

Important policies

Conflicts of interest
Best execution policy
Treating customers fairly

Fusion Wealth SIPP

Key documents

Fusion Wealth SIPP

Tax information guide
Permitted investment schedule