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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 JISAs Pensions & SIPPS Junior Pensions & SIPPS Onshore bonds Offshore bonds Other
In-house and via third party providers via Sanlam via third party providers SASS also available through third party providers

Available investments

UK funds Offshore funds ETFs ITs Equities Bonds Other
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

Table of charges

PLATFORM CHARGES PRODUCT CHARGES OTHER CHARGES
0-£299,999 0.30%
£300,000-£599,999 0.25%
£600,000-£1,499,999 0.20%
£1.5m-£50m 0.15%
DFM charge 0.30% +VAT for active solutions (no charge for fully passive solutions)
Dealing charges 0.90% charge for purchases in active funds

Compare the Platform Says

Products & Wrappers Investments Research & Guidance Charges OVERALL SERVICE
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