The St. James’s Place Fund Switch app provides St. James’s Place Wealth Management Partners with the ability to quickly generate a fund switch request on behalf of their clients in a dedicated iPad app.
The app is designed to replicate the email request process and will allow Partners to easily select individual funds and/or portfolios. This new service aims to reduce the amount of paperwork completed by Partners and clients in generating straightforward switch requests and ensures that the request is completed with the required detail so that the request can be processed without delay.
· The ability to generate switch requests for Investment Bonds, International Investment Bonds, ISAs and Unit Trusts
· The process is broken down into four easy steps – 1. Enter some basic plan details, 2. Provide details of the funds to be switched, 3. Review switch details and finally 4. Generate the switch request.
· As a result a PDF is generated and attached to an email addressed to the correct administration centre.