General Investment Account
True Potential Investor

£1Minimum Investment
0.82%Average Annual Fund Fee

Platform Summary 


True Potential Investor offers 24/7 investment tracking online and by app, alongside world-first impulseSave® technology that helps you top up your investments at the touch of a button.

Starting with your goal and how much you can invest today, True Potential Investor helps you plan how you’ll get there.

Support is available by free phone, live chat, secure message and email 8am – 8pm weekdays.

True Potential Investor Fees Breakdown: 

Annual Platform Fee0.40%
Average Fund Costs0.82%
Total Fees1.22%

 

True Potential Investor Overview 


True Potential Investor Overview

What Is the Investment?
True Potential Investor offers Fully-Managed Investment Portfolios, with all decisions made by their expert in-house team, who have access to over 9,000 experts in 200 locations around the world. True Potential works with global brands UBS, Goldman Sachs Asset Management, Allianz, Columbia Threadneedle, Schroders, SEI, Close Brothers and 7IM.


How is the Investment Protected? 
True Potential Investor uses SEI as their custodian. This means that in the unlikely event that SEI or True Potential Investments were to default, your investment would be covered up to £50,000 under the Financial Services Compensation Scheme.

Who Chooses the Investment?
True Potential Investor guides users through a suitability assessment which includes a risk assessment tool. The risk assessment result shows the user the Portfolio that matches their answers. 


Is the Platform FCA Regulated?
Yes. True Potential Investments is regulated by the Financial Conduct Authority, FRN 527444.

What Type of Investor is this for?
Investors who want a discretionary fund management service and who wish to track their investments online. You can start investing with True Potential Investor from £1.

Is early exit possible?
Funds can be withdrawn at no cost at any time, however, should you wish to close your account completely a £50 administration charge will apply.

Platform Risk Warning

As with any investment, your capital is at risk. Investments with True Potential Investor can fluctuate in value and you may get back less than you invest. Tax rules can change at any time. Capital At Risk.