My Fusion Wealth

You'll find all the information you need about our platform here. If you have any questions or need a hard copy of any of these documents, please contact your adviser, or our Customer Services team on the contact details below if you do not have an adviser.

Fusion Wealth enquiries

You can call us on 01403 334477 or email us at contact@benchmarkcapital.co.uk, we're here Monday to Friday, from 9am to 5pm.

Key documents

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Your agreement with us

Custody agreement
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Guides

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

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

Conflicts of interest policy
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Best execution policy
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Treating customers fairly
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Fusion Wealth SIPP

Key documents

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Fusion Wealth SIPP

Tax information guide
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Permitted investment schedule
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