Advantage Select

We are delighted to introduce a new service to our subscribers, Advantage Select. This new service provides enhanced analysis and tools that enable you to more quickly narrow down the appropriate tax-advantaged investments for you or your clients.

Advantage Select provides additional levels of support for those looking to select individual investments or create their own panel of products. The service includes an eligibility assessment, product review and ranking of the majority of products within the tax-advantaged investment market. Eligible products are then issued with our Trustmark and added to your own dedicated section of the Advantage IQ platform. Advantage Select is available as an annual subscription, providing continuous access to our specialist selections of products for investment consideration.

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How the Advantage Select Process Works

MJ Hudson Allenbridge
Trustmark awarded

Product assessed for
Advantage Select eligibility

Product granted Advantage Select status,
with accreditation for one
or more verified category selections:

Group 4377

Our Advantage IQ Services

Alongside Advantage Select, we provide a number of other services to help you select the right products for you and your clients:

PROFESSIONAL SUBSCRIPTION

  • Open offer data
  • Research reports (VCT, EIS, SEIS, BR)
  • Filtering & sorting of basic information
  • Personalised ranking functionality
  • Comparison tools
  • Portfolio construction tool
  • Compliance reporting
  • Access to thought-leadership, market commentary & reports

  • Selection specific open offers
  • Curated selections based on set criteria
  • Greater level of data functionality
  • Increased ranking granularity
  • Panel creation tools
  • Continuous selections and monitoring
  • All of the functions and data available through the Professional Subscription

PANEL SERVICES

Our fully bespoke Panel Services can include:

  • Personalised product selection
  • Portfolio selections
  • Bespoke panel documentation
  • Product & manager factsheets
  • Direct access to our analyst team
  • Raw ranking details
  • Enhanced due diligence reports
  • Continuous monitoring

Please note that clients who wish to use the Advantage Select service must have an active Professional Subscription. To purchase a Professional Subscription click here. We do not provide personalised advice as part of the Advantage Select service. This is reserved for our Panel Services clients.

Advantage Select Service Options

Advantage Select is a service delivering specialist selections and tools, using our research and ratings, with the addition of enhanced methodologies and selection verification processes. All of your selections are easy to find and use. You can download time-stamped Excel and pdf documents for all of your selections, providing you with a compliance document to help showcase your advice. All of our selections are monitored and regularly updated with the outcomes of every review we carry out.

As well as subscribing to any combination of the 20 available individual product category selections (e.g. BR IHT Capital Preservation) for £1,450 + VAT per selection p.a., Advantage Select clients can lock in significant savings by subscribing at the Tax Wrapper Collection or Entire Library level:

 

Option 1

Access to Entire Library of Tax-Advantaged Investment Products

Covering the entire library of tax-advantaged investment products eligible for Advantage Select.

£6,400 + VAT p.a.

Option 2

Single Tax Wrapper Collection

Including all selections available under a single tax wrapper (e.g. all BR IHT collection).

£3,100 + VAT per wrapper, p.a.

5 vct category selections
4 eis category selections
5 br iht category selections
6 aim iht category selections
Option 3

Single Product Selection

The individual category selections available under the Advantage Select service are: VCT – AIM, Income, Non-AIM, Value for money and Performance; EIS – Early Stage Venture, Growth Venture, Late Stage Venture, Value for Money; BR IHT – Capital Preservation, Capital Preservation -Capital Growth, Corporate, Insurance Specialist; AIM IHT – Concentrated, Diversified, Established Track -Record, ISA, Large Cap, Small Cap

£1,450 + VAT per selection, p.a.

An active Professional Subscription is required to be eligible for the Advantage Select service. To purchase a Professional Subscription click here

Contact

Lauren Radford
Head of Business Management
(Tax-Advantaged Investments)

lauren.radford@mjhudson.com
Tel +44 (0) 20 7079 1006