For Financial Advisers

IW Capital offer wide support to the Advisor community

Our services have been carefully thought through and we offer a comprehensive Due Diligence Pack in support of these containing the following:

CPD Certification Confirmation

Comprehensive Due Diligence Questionnaire

Portfolio Overview

Draft Suitability Text

3rd Party review – Hardman & Co

IW investment process – Origination to Exit

IW Capital Management Team

IW Capital Organisational Chart

List of Employees making investment decisions

P.I Insurance details

Technical guidance – share loss relief

Custodian receiving agent agreement

We are fully accredited to provide CPD through the CPD Certification Service and comprehensive presentations are available on request.

IW Capital have two services available to Advisors which can be accessed here: