Parmenion

Parmenion is a platform which aims to provide advisers with access to a wide range of in-house and third party wrappers. Parmenion is aimed at advisers which want to create or run existing centralised investment propositions (CIPs). It also offers in-house and external discretionary investment management, through a wide range of in-house and third-party products.

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Available products & wrappers

General investments	ISAs	Lifetime ISAs	Junior ISAs	Pensions & SIPPs	Junior Pensions & SIPPs	Other

				In-house and via third party providers		SASS also available through third party providers

Available investments

UK funds	Offshore funds	ETFs	ITs	Equities	Bonds	Other

Table of charges

	Platform charges	Product charges	Other charges
0-£299,999	0.30% (monthly minimum charge of £5 per client applies)
£300,000-£599,999	0.25%
£600,000-£1,499,999	0.20%
£1.5m-£50m	0.15%
DFM charge	0.24% for active solutions 0.12% for passive solutions
Dealing charges	0.45%
SIPP charge	£18 + VAT per quarter

Research, tools and information

Tools and data

Parmenion Edgecumb risk profiling tool, a suite of portfolio management tools, Income manager tool new business tracking, wide range of client reporting tools