True Potential Investments

The True Potential Investments platform was launched in 2011 and is part of True potential’s vertically integrated proposition, which means that it offers everything from advice to the product including an adviser proposition, both adviser and DIY platforms, a range of sub-advised funds and discretionary portfolios as well as adviser support services.

True Potential Investor investment platform

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Available products & wrappers

General investments	ISAs	Lifetime ISAs	Junior ISAs	Pensions & SIPPs	Junior Pensions & SIPPs	Other

Available investments

UK funds	Offshore funds	ETFs	ITs	Equities	Bonds	Other

						VCTs

Table of charges

	Platform charges	Product charges	Other charges
Platform fee	0.40%
Exchange-traded dealing			0.08% transaction charge (minimum £14)

Research, tools and information

Tools

Risk profiling, asset allocation, tax planning and lifestyle-planning tool. Valuation tool for off-platform business.