All client investments and  model portfolios are held within the safe custody arrangements offered by the P1 Investment Platform. This is an entirely  paperless and technology-led, low-cost solution offered for the following types of account;

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Junior ISA (JISA)

Individual Savings Account (ISA)

General Investment Account (GIA)

Self Invested Personal Pension (SIPP)

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The P1 Investment Services platform currently holds towards £1.5bn of client assets, with comprehensive levels of reporting, 24/7 web access and a user-friendly mobile app available for clients.to use. The underlying 'Safe-Custody' arrangements for P1 are undertaken by Seccl, part of the financially secure Octopus Group, where £11bn of client assets are  now held across more than one million customer accounts.

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Finally, all client investments are held under trust, with carefully selected deposit taker, Lloyds Bank Plc and are covered by the Financial Services Compensation Scheme.  Any cash amounts held on behalf of clients are held separately from both P1's own accounts and those of the custodian agent.

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