Skip to content
International Adviser
  • Contact
  • Login
  • Subscribe
  • Regions
    • United Kingdom
    • Middle East
    • Europe
    • Asia
    • Africa
    • North America
    • Latin America
  • Industry
    • Tax & Regulation
    • Products
    • Life
    • Health & Protection
    • People Moves
    • Companies
    • Offshore Bonds
    • Retirement
    • Technology
    • Platforms
  • Investment
    • Equities
    • Fixed Income
    • Alternatives
    • Multi Asset
    • Property
    • Macro Views
    • Structured Products
    • Emerging Markets
    • Commodities
  • IA 100
  • Best Practice
    • Best Practice News
    • Best Practice Awards
  • Media
    • Video
    • Podcast
  • Directory
  • My IA
    • Events
    • IA Tax Panel
    • IA Intermediary Panel
    • About IA

ANNOUNCEMENT: Read more financial articles on our partner site, click here to read more.

SIGN IN INTERNATIONAL ADVISER

Access full content on the International Adviser site, access your saved articles, control email preferences and amend your account details

[login-with-ajax]
Not Registered?

Quilter increases withdrawal amount on platform as part of upgrades

By Alina Khan, 5 Oct 23

As well as giving advisers the ability to co-brand

As well as giving advisers the ability to co-brand

Quilter has increased the amount that can be withdrawn by advisers from its platform as part of a series of upgrades.

Advisers will now be able to take out £75,000, a £25,000 increase which Quilter reports will result in a more streamlined and efficient process for client requests.

Clients using the Quilter customer app or website will be able to withdraw up to £50,000.

As part of the upgrades advisers will now have the ability to co-brand with 100 advisers already co-branding within the first week.

For more on this topic, please visit: 

How do platforms need to communicate with advisers?

The seven signs of a ‘progressive platform’

Quilter Cheviot’s MPS available on three additional platforms

Those who choose to co-brand will have their company name added alongside Quilter when clients log in online or via the app with their logo also added to client documentation.

Jenny Davidson commercial proposition director at Quilter, said: “We are pleased to announce these latest upgrades to our platform which greatly improve brand visibility for advisers and enhance the withdrawal process for their clients. The new co-branding ability has been really well received, and we’re delighted to see so many firms adopting it already.

“We work closely with advisers and their clients to ensure our regular platform upgrades align with their needs and wants, while also improving overall user experience. We are committed to continuing this as we progress with our roadmap of platform improvements.”

 

Tags: Quilter

Share this article
Follow by Email
Facebook
fb-share-icon
X (Twitter)
Post on X
LinkedIn
Share

Related Stories

  • Companies

    Premier Miton appoints new NED and chair to succeed Robert Colthorpe

    Latest news

    UK government confirms pre-1997 indexation for PPF members

  • VIDEO: II Awards 2025 Winners’ Stories – Gareth Maguire, Hansard

    Companies

    VIDEO: II Awards 2025 Winners’ Stories – Gareth Maguire, Hansard

    Guernsey flag

    Industry

    Guernsey financial regulator to increase fees by 3.9%


NEWSLETTER

Sign Up for International
Adviser Daily Newsletter

subscribe

  • View site map
  • Privacy Policy
  • Terms and Conditions
  • Contact

Published by Money Map Media – part of G&M Media Ltd Copyright (c) 2024.

International Adviser covers the global intermediary market that uses cross-border insurance, investments, banking and pension products on behalf of their high-net-worth clients. No news, articles or content may be reproduced in part or in full without express permission of International Adviser.