In our continued effort to provide value for money to clients, and to ensure our portfolios remain as accessible as possible, we are very pleased to let you know about two important developments to the availability of our services via third party platforms.
Firstly, with immediate effect, clients can access our TAM Premier and TAM Passive MPS ranges via Morningstar Wealth, which is the latest platform to be added to our growing list of providers that now includes: 7IM, Abrdn, Aviva, Embark, M&G Wealth, Morningstar Wealth, Novia Global and Transact.
And secondly, with effect from 01 April 2023, we are reducing the annual management charge of our TAM Premier MPS range by 5 basis points, so clients can access the award-winning active model portfolios via a third party platform for just 25bp AMC.
A reminder of our complete model portfolio availability is outlined for you below.
Traditional active investments
25bp AMC (from 01 April 2023)
15 year track record
6 Defaqto risk-rated portfolio choices
Availability: 7IM, Abrdn, Aviva, Embark, M&G Wealth, Morningstar Wealth, Novia Global, Transact
Enhanced passive investments
20bp AMC
5 year track record
5 risk-graded portfolio choices
Availability: Morningstar
Sustainable investments
30bp AMC
9 year track record
5 Defaqto / Dynamic Planner risk-rated portfolio choices
Availability: 7IM, Abrdn, Aviva, Embark, M&G Wealth, Morningstar Wealth, Novia Global, Transact
We strive to ensure you and your clients receive the highest level of service possible. Meeting your needs is at the core of everything we do, which was evidenced in the latest Defaqto DFM Satisfaction Study where TAM was recognised by the UK adviser market as a top performing DFM in every area deemed most important to advisers. In fact, TAM was the only DFM to be rated highly in all 14 categories, an accolade that outstrips many famous household names.
Whilst acknowledgement like this is not definitive, it demonstrates that, away from our portfolio management skills, our duty to our clients is at the forefront of our entire operation. But don't just take our word for it, take a look for yourself by downloading a free copy of the study here.