Benchmark platform documents

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Product Governance
About Fusion Wealth
Key features of the Fusion Platform
Frequently asked questions
Summary of recent changes

Your agreement with us

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Terms and conditions
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

Important policies

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Conflicts of interest
Best execution policy
Treating customers fairly

Fusion Wealth SIPP

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Key features document
Tax information schedule
Terms and conditions
Permitted investment schedule

Benchmark Capital Limited, Registered Office: Broadlands Business Campus, Langhurst Wood Road, Horsham, West Sussex, England, RH12 4QP. Registered in England and Wales No 09404621

Best Practice IFA Group Limited is authorised and regulated by the Financial Conduct Authority, the registration number is 223112. Registered Office: Broadlands Business Campus, Langhurst Wood Road, Horsham, West Sussex, England, RH12 4QP. Registered in England and Wales No 04490633

Evolution Wealth Network Limited is authorised and regulated by the Financial Conduct Authority, the registration number is 591218. Registered office: Broadlands Business Campus, Langhurst Wood Road, Horsham, West Sussex, England, RH12 4QP. Registered in England and Wales No 08229133

Fusion Wealth Limited is authorised and regulated by the Financial Conduct Authority, the registration number is 541404. Registered Office: Broadlands Business Campus, Langhurst Wood Road, Horsham, West Sussex, England, RH12 4QP. Registered in England and Wales No 07469060