Benchmark platform documents

Key documents

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Your agreement with us

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Custody agreement

Guides

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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

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

Important policies

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Conflicts of interest
Best execution policy
Treating customers fairly

Fusion Wealth SIPP

Key documents

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Fusion Wealth SIPP

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Tax information guide
Permitted investment schedule