For many of us in this latter half of the 20teens, a platform is an essential part of our investing. But like all aspects of our financial lives, we should make sure that our chosen platform continues to serve our purposes…

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Audit Your Platform and Wrappers

Back when I started in the financial advice world, there were no such things as platforms. Then the first fund supermarkets arrived and these were followed by the very capable systems we have available now, with multiple tax wrappers, complex reporting tools and all that.

These days, not many of us invest directly with the fund houses, but use a platform to make our lives easier. So what should you be checking to make sure the platforms we’re using and the tax wrappers we hold on them, continue to serve us well?

Resources

Here's the cheatsheet I've put together to summarise the things I talk about in this session:

Video: Platforms, Wrappers, Funds & Assets

Calculator: The impact of charges

Podcast: Season 2, Episode 5 – Choosing A Platform

Transcript

And here's a transcript, kinda.

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