27four Platform Services

We are a platform designed for Financial Services Providers. A one stop shop for asset managers, consultants, financial advisors and discretionary fund managers seeking to establish and distribute pooled white-labelled and co-named portfolios. 27four Platform offers co-branded portfolios, a service allowing you to supply your investment products to the market. You will be able to market your very own life-pooled portfolios, CIS portfolios and co-branded products which include Endowments, Living Annuities, Unit Trust, and Tax-free Savings accounts. The white-label service includes: • Customised investment portfolios and products based on your FSP needs • License provision with access to an investment-linked insurer and Manco • Capital provision and management • Branded product documentation at no extra cost to the manager (application forms, brochures) to ensure a consistent brand image The regulatory burden of applications to the FSCA and regulatory body’s approval falls within our platform services.