Are we going to see a rise in the take up of investment trusts as we head towards the implementation of the RDR in January 2013? What do advisers need to consider when buying investment trusts through platforms? With “the big three” still not providing access to investment trusts, is that trend set to change? Or as an investment vehicles are investment trusts still tarnished with the historical lack of commission payments and complex investment structure?
The Platforum’s Head of Adviser Platforms, Freddie Findlater, joins Bill Vasilieff, CEO, Novia; Dr. Kieran Drake, Research Analyst, Winterflood; and James Saunders Watson, Head of Investment Trust Marketing, J.P. Morgan Asset Management. The session was moderated by the excellent Brian Tora.