Low net-worth client transfers

Focus your time where it is most effective, while removing a serious regulatory risk in the process.

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Onvestor manage the clients you no longer wish to

Stricter regulation and more focus on high net-worth clients means that having lower-value clients on your book could pose a problem. Not only may they take valuable time, they could pose a significant regulatory risk if they are not being adequately serviced.

Fortunately, however, there is now a solution...

Onvestor can manage these clients for you. Getting them to opt in to a rich, human advice proposition purpose-built for the ‘retail’ end of the market. A proposition from which you can earn income on a revenue-share basis with guaranteed minimum income thresholds over a 2-year period to prevent a cliff-edge in earnings.

For those that don’t opt in we will conduct an audited close-down of the relationship, meaning a 100% solution to your client universe, not a partial one.

A client

A compelling proposition for you and your clients

Onvestor has engineered a genuine win-win scenario.

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Make money from every single client

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Enjoy 100% regulatory peace of mind

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Build genuine business value

How does the process work?

  1. We orchestrate an organised and efficient transfer of your clients, whether you choose to novate or receive individual opt-ins.
  2. Through letter, phone and email, we attempt to contact each client to transition them smoothly into 'our world' over the next few weeks.
  3. Where a client chooses not to proceed or are unreachable, we formally resign them from our process, allowing you to switch off provider income.
  4. Once opted in, each client receives a professional full advice service, beginning with a free financial review.

Get started today

Leave us your details below and our account manager will be in touch within a couple of working days. We look forward to working with you.

You'll find more information in our Client Transfer brochure.

We can't tell you everything about our proposition right here. If you'd like to know the commercial benefit to you as an adviser, how we choose the investment strategies we offer to our clients and much more, please download our full brochure. It contains all the information you'll need.

Onvestor's client transfer brochure