Gareth Stokes’ Post

Is your LISP holding you back? Here's why it matters!  Choosing the right LISP can make all the difference in delivering value to your clients.    "Local IFAs are increasingly choosing DFMs that use passive ETFs to limit the total expense ratio across their portfolios,” says Charles Brits, Head of Distribution at Wealthport. “If your LISP does not allow for ETFs alongside unit trusts, then your choice of DFM is potentially restricted.    A flexible LISP partner means more options, lower costs and a better client experience – with the added benefit of administrative and compliance efficiency. Are you getting the most out of your platform?    Read more here: https://lnkd.in/dDUx4wnE

SIPs are low risk and ideal for beginners who don't want to commit large amounts of money at once. Take advantage of SIP's effortless growth by investing now. Contact an Expert now! 👨🏻💼 ☎️ +91 9310521519 / +91 9990001316 #savengrow #financialservices #SIP #smallinvestments #financeadvice #savingtips #investingtips #sipadvisor

What is Dematerialisation and Rematerialisation? 🤔 In the world of investments, these two terms hold significant importance for shareholders. Dematerialisation (Demat): It’s the process of converting your physical share certificates into an electronic format. With a Demat account, you can hold and manage your shares digitally, ensuring safety from theft, damage, or loss. Think of it as turning your paper assets into secure digital entries. Rematerialisation (Remat): This is the reverse process! If you ever need your electronic shares converted back into physical certificates, you can opt for rematerialisation. While less common today, it’s still an option for those who prefer tangible documents. 💡 Why is this important? Demat ensures easier, faster, and safer trading. Remat provides flexibility for specific needs. At TheWealthFinder, we specialize in assisting you with both processes, ensuring a seamless experience for managing your shares. Got questions about your shares? Let’s connect! 🔗 #FinanceSimplified #Demat #Remat #InvestmentTips #TheWealthFinder

SWP's are not very popular, but they are super tools to manage your portfolios and create predictable cashflow with high returns and low taxes over the years. In this Video I discuss 7 case studies on real-life use cases where SWP's could be used with great success. #swp #investing #cashflow #passivecashflow https://lnkd.in/gPEVPeAQ https://lnkd.in/gervEUSc

🚀 How to Transfer Shares Between Demat Accounts - The Offline Way! 📈🔄 Transferring shares between demat accounts is a common practice among investors. Whether you're seeking better services, lower brokerage charges, or simply consolidating investments, it's essential to know how to make this transfer smoothly. Step-by-Step Guide: Offline Method Step 1: 📄 Get a Delivery Instruction Slip (DIS) from your current stockbroker. This slip contains all necessary details for the transfer. Step 2: ✍️ Fill in the DIS with: ISIN (International Securities Identification Number): Verify this 12-digit code along with the quantity of shares. Target Client ID: A 16-digit code combining your DP ID and Client ID. Mode Selection: Choose "off-market transfer" for intra-depository transfers. For other transfers, select "inter-depository." Step 3: 🖋️ Sign the document and submit it to your current broker. A small transfer fee may apply, varying by broker. Step 4: 📃 Collect the acknowledgement slip. ⌛ Your shares will be transferred to your new demat account within 3-5 days! 🌟 Helpful Tip: Always double-check all details before submitting the DIS to ensure a smooth transfer. Is this guide helpful? Comment below with your thoughts or any questions you might have! ⬇️💬 #InvestSmart #FinanceTips #StockMarket #DematAccount #ShareTransfer 

📲 How to Use and Operate a Demat Account 📲 New to Demat accounts? Learn how they work, their uses, and how to operate them effectively for seamless investing. Pocketful has you covered! 🔗Read more: https://lnkd.in/dVyZGzPc

𝗝𝗼𝗶𝗻 𝗢𝗙𝗣 𝗮𝗻𝗱 𝗠𝗮𝘅𝗶𝗺𝗶𝘇𝗲 𝗬𝗼𝘂𝗿 𝗘𝗮𝗿𝗻𝗶𝗻𝗴𝘀! Imagine the thrill of receiving a payout... Uhh what a lovely feeling! What would you do with that money? Buy a Car? At dinner? a holiday? These aren't just possibilities; they are realities for more than 30% of OFP traders. But how is it possible that in OFP you can earn money while in other Prop Firms it is so difficult? Well... Data at hand in Prop Firms with challenges, a maximum 3% of traders receive a payout, but if this number is not enough for you... Here's the key: At OFP, we provide Instantly Funded Lifelong Accounts without requiring lengthy challenges or stressful profit objectives. You can start earning with confidence and ease. This means you can start trading right away and earn until a rule is violated. So yes… potentially forever! It's time to leverage your unique Trading Skills to boost your income... Start trading with OFP today and get ready to earn your first extraordinary payout! OFP: Where instant trading meets lifelong earnings ➡️ https://ofpfunding.com #forextrades #propfirms #forextraderslife #propfirm #financialmarket #forexmarket #propfirms

Our latest E-newz is out. 10 Reasons to Consider a 1031 Exchange. Upcoming CE (The CCIM Institute) and CPE credit classes available. #1031exchange #realestate #realestateinvestment #ccim #cpe #cpa

Insights from the Defaqto DFM Satisfaction Study: - Two-thirds of advisers prefer accessing Model Portfolio Services (MPS) via adviser platforms - Interestingly, just over 50% opt for MPS direct, while nearly half prefer bespoke solutions. - Even among those who prefer bespoke solutions, a significant 86% still utilise MPS. - In 2023, only 4% of advisory businesses relied on single asset funds. - Service and the quality of staff are deemed the most crucial factors by advisers. However, there are areas for improvement. Categories like online facilities, provider brand, literature quality, and remuneration are lagging behind. Finally, less than one-third of advisers feel adequately supported by their DFM providers concerning Consumer Duty. Particularly, the quality of literature provided is cited as a contributing factor. If advisers perceive lack of support in fulfilling their Consumer Duty obligations, they will start looking elsewhere. A potential huge opportunity for DFMs who are 'head of the Consumer Duty Curve'

Recovering Shares from IEPF and Dematerialization: A Step Towards Financial Empowerment Recovering shares that were transferred to the Investor Education and Protection Fund (IEPF) and completing the dematerialization process is a crucial journey for reclaiming financial assets. It's not just about recovering your investments but ensuring your assets are future-proof, digital, and secure. With a thorough process that involves: 1. IEPF Transmission: Navigating the formalities and gathering necessary documents for recovery. 2. Dematerialization: Transitioning to a digital platform that enhances security and trading efficiency. While the journey may seem daunting, it's a key step in ensuring transparency, liquidity, and convenience. If you are navigating this process, know that your persistence pays off as you regain control over your investments. #FinancialEmpowerment #IEPFRecovery #Dematerialization #SharesRecovery #InvestSmart #FinancialPlanning #WealthManagement