IFA Information

An Investment Proposition With A Clear Vision

Sinfonia is built around one simple principle. Providing you with the relevant expertise and support to deliver actively managed investment solutions to your clients throughout the lifetime of the investment.

You are pivotal in providing the client with high-quality advice and investment solutions. The Sinfonia proposition supports your role through technology and specialist fund managers, to ensure that complex issues such as asset allocation and fund selection are appropriate at both the time of investment and long into the future.

We also offer a flexible approach to pricing. Unlike more traditional suppliers we're willing to share the value we create with our IFA partners - providing you with a range of options when agreeing the right price for the service each client requires.

What Makes Sinfonia Different?

Ours is an investment proposition defined for IFAs, by IFAs. It brings together technology, expertise and rewards which combine to provide a unique offer in the investment market.

  • Technology is used to provide you with assistance throughout the investment lifecycle, from start to finish.
  • Expertise is provided by FundQuest through asset allocation, underlying fund manager selection and rebalancing. The underlying fund managers chosen by FundQuest deliver a vast range of experience in both UK and international investment markets.
  • Reward is delivered in a unique way. In addition to the normal reward options, we aim to share future value with IFAs who support the IFSL Sinfonia range of funds, allowing them to take into account more potential sources of reward when agreeing service and pricing levels with clients.

For more information on Sinfonia, printed literature, application forms, training, compliance and much more please logon to our IFA extranet.

Quick Facts for IFAs

Please click here to download our Quick Facts for IFAs (PDF format)

 
 

Further Information

If you would like one of our Regional Sales Managers to contact you to arrange an appointment please complete our Appointment Request Form and we will be in contact with you shortly.