FinchTech : How It Works

HOW IT WORKS

1


FinchTech provide a plug and play service enabling you to link to your own white labelled, non-advised digital investment solution from your website.

2


From the white label site, Clients advise how much they would like to invest, for how long and select between a General Investment Account or an ISA. (A SIPP is coming soon).

3

Clients then choose one of eight different portfolios from which to invest in - four Mainstream investment portfolios and four Ethical, Social, Environmental, Sustainable (E.S.E.S) portfolios.

4


Clients provide a few personal details to enable processing of their application and identity checks once application submitted.

5


The Client can choose to optionally participate in our You Give We Give award nominated charitable giving scheme.

6


The Client accepts the terms and conditions, submits their applicaton and transfers funds. We will send the client a welcome email and once their account is funded, we will enable their log-in to our innovative Platform where they can review and monitor their investments, 24/7.

SEE, HOW SIMPLE IS THAT?




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