RESEARCH FUNCTION

"Acutus is committed to providing a joined up and cohesive service offering, which would not be complete without a range of research solutions."

Here you will find access to all the research service module elements your firm may require to operate efficiently and compliantly.

Some of the following services and features come complimentary when you choose other service modules and/or one of our compliance service modules.

  • 'Evolve' Business Planning - Use of business data to help target growth areas as well as eradicate areas costing your business.

  • Business and Adviser Management Information data collection and reporting.

  • Protection and life assurance quotation portal.

  • Product, investment and discretionary fund manager due diligence documentation.

  • Centralised Platform & Investment Proposition design and build.

  • Life Assurance/Critical Illness research, comparison and reporting portal.

  • Product Wrapper Compare Portal - Research and compare existing pension and investment products against alternative solutions.

  • Investment Fund Compare Portal - Compare existing pension and investment funds or portfolios against alternative solutions.

  • Investment Fund Charges Compare Portal - Analyse OCF/total costs of existing and proposed funds, helping justification around advice and adviser charges.

  • Para-planning services.

  • Defined benefit pension transfer service.

  • Added value functionality to support professionalism and a higher level of servicing and compliance.

Need more information? Contact us

We are here to assist. Contact us by phone, email or via our Social Media channels.

Acutus™ Financial Solutions Ltd is registered in England and Wales no. 11580419. Registered office, Acutus House, Head Office, 178 Lancaster Road, Carnforth, LA5 9EF. Vat no 306064729.

The quidance and/or information contained within this website is subject to the UK regulatory regime, and is therefore targeted at financial services companies that provide services to retail consumer (not consumers themselves) based in the UK.  Where information in any form is provided via this website referring to a third party or where a link to a third party website is provided we cannot be held responsible for the accuracy of such information or the content of any external website(s).

Where communicating with us initially online you should never send any sensitive information to us via conventional email unencrypted.  Sensitive information to or from us will/should only be sent securely.  Therefore we cannot be held responsible for issues or consequences in this area where sensitive data is sent to us unsecurely or unencrypted.

 

If you wish to register a complaint, please write to us at the address above or email us at info@acutusfs.co.uk

 

A summary of our internal procedures for the reasonable and prompt handling of complaints is available on request and if you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service at www.financial-ombudsman.org.uk or by contacting them on 0800 0234 567.

  • LinkedIn - White Circle
  • Google+ - White Circle
  • YouTube - White Circle

Created By Acutus Financial Solutions Ltd