Exclusive OFF3R Investor Reward
Use code OFF3R to get your first £15,000 managed free for a year, when you invest at least £10,000.
Moneyfarm advises you on a risk profile that is suited to the type of investor you are, you can then invest in a General Investment Account quickly and get access to their Asset Allocation Team that provides full discretionary portfolio management thereafter, all for a fraction of the cost of a traditional Wealth Manager. The Moneyfarm Asset Allocation team then works to ensure your portfolio stays in line with your risk profile. You can keep your eye on your portfolio through your iOS or Android smart phone, your desktop or you can give them a call and speak to an Investment Consultant.
Moneyfarm Fees Breakdown:
|Total Value of Portfolio||Up to £20,000||Between £20,001 - £100,000||Between £100,001 - £500,000||Over £500,001|
|Annual Management Fee||0.70%||0.60%||0.50%||0.40%|
|Average Fund Costs||0.30%||0.30%||0.30%||0.30%|
What Is the Investment?
Globally diversified investments, across a range of low to higher risk assets best suited that meet the criteria your risk profile.
Moneyfarm use Saxo Bank as their custodian. Investments are eligible for protection under the Financial Services Compensation Scheme, meaning in the unlikely event that Moneyfarm should be declared bankrupt, your investments are eligible for compensation up to the value of £50,000.
Who Chooses the Investment?
Moneyfarm offers a complete solution to wealth management, meaning that your exact portfolio investments will be determined and allocated solely in-house, using Moneyfarm’s investment team. Moneyfarm solely use high quality and low cost ETFs. You invest and Moneyfarm do the rest.
Is the Platform FCA Regulated?
Yes, Moneyfarm is regulated by the Financial Conduct Authority, authorisation no. 629539.
What Type of Investor is this for?
Moneyfarm portfolios are accessible by both smaller and larger investors, with the first £15,000 managed free with code ‘OFF3R', and no additional management fees after £1,000,000.
Is early exit possible?
Yes, you can withdraw from your Moneyfarm account at any time. There are no costs to set up an account, close the account or to disinvest.