Martin Crawley-Boevey sat down with New Model Adviser to discuss the importance of keeping up with technological advancements in financial services. Discover the feature here.
Klikinvest gives the user access to an efficient investment experience for your long-term wealth and savings. You can open a SIPP, ISA or General Investment Account (GIA) using a simple online application process.
KlikInvest offers nine risk rated low cost investment strategies. The portfolios invest in a variety of globally diversified funds and ETFs are a substantial part of the KilkInvest investment universe.
The 3 Steps to starting on Klikinvest:
COMPLETE OUR ONLINE QUESTIONNAIRE
The KlikInvest risk assessment process asks questions covering your attitude to risk, approach to investing, investment knowledge and financial situation.
Based on your answers, KlikInvest will select a portfolio strategy appropriate to your attitude to risk and financial situation.
CHOOSE FROM AN ISA, SIPP OR GIA
There are three investment wrappers available on the KlikInvest platform: an ISA for tax efficient investments, a SIPP for pensions, and a General Investment Account (GIA).
After you have selected from one of these three options, create your account for online access and select your investment goals.
FUND YOUR ACCOUNT…THE REST IS UP TO US!
Once you have funded your account through a bank transfer, KlikInvest will automatically invest into your allocated portfolio. You can view your portfolio and manage your KlikInvest account online 24/7 via smartphone, tablet or computer.
Please be aware that the price and value of your investment can fall as well as rise, and past performance of any fund or investment should not be treated as a guide to future returns. Also, if you have any doubts about the appropriateness of this service to your personal and financial circumstances, you should seek independent financial advice for which additional charges may apply.
