MODEL PORTFOLIO SERVICE

A platform-based Model Portfolio Service (MPS) focused on generating the best client and adviser outcomes possible – a premium level service designed to deliver consistent outperformance at an attractive price point.

Our aim is to manage risk constrained Model Portfolios on behalf of financial advisers and other intermediaries, to create the best possible outcomes for them and their clients. These investment solutions are designed to be offered via your ongoing advisory agency, acting as an agent to determine suitability for your client. In this way, you retain complete ownership of the client, with no contact from us – unless specifically requested.

Models are available on a wide selection of platforms (UK) and selected platforms internationally, for more information please contact our sister company:

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DISCLAIMER

IDAD Limited, formed in 2002, has developed a reputation as a Structured Product powerhouse. Our approach is based on capital preservation first, with growth or income opportunities structured to suit different market conditions.

Terms and Conditions of use

TO ACCESS ALL AREAS OF THIS SITE PLEASE READ THE TERMS AND CONDITIONS SET OUT BELOW AND THEN CLICK “ACCEPT”.

This website constitutes a financial promotion and has been issued and approved for the purpose of section 21 of the Financial Services and Markets Act 2000 by IDAD Limited. IDAD Limited is authorised and regulated by the Financial Conduct Authority FCA FRN 740499. IDAD is a limited company registered in England and Wales number 4521366.

The purpose of this website is to inform Independent Financial Advisors (“IFAs”) and other professional intermediaries of the products and services offered by IDAD Limited. The information in this website should not be considered as an offer to purchase securities, and nothing stated within this website constitutes advice.

Neither this website nor any documents contained within it constitutes investment advice or an offer or solicitation to sell in any jurisdiction in which an offer, solicitation, purchase or sale would be unlawful under the securities law of that jurisdiction. The material contained within is purely for information purposes and its accuracy cannot be guaranteed. Investments may go up or down in value and you may lose some or all of the amount invested. Past performance is not necessarily a guide for the future. Returns from the structured products are at risk in the event of any of the institutions who provide securities for these products default on their financial obligations. Any decision to invest should be based on the information contained in the relevant term sheet or prospectus (and any supplements thereto) of the relevant product which includes information on certain risks associated with an investment.

By accessing this website you represent that you are permitted by the laws of your jurisdiction of residence to access this site and the information contained herein.

In the UK, this document is only made available to professional clients and eligible counterparties as defined by the FCA. Under no circumstances should this document be forwarded to anyone in the UK who is not a professional client or eligible counterparty as defined by the FCA.

This website is not intended for residents of the United States as we are not authorised to sell our products and services in the USA.

IDAD Ltd does not give advice on the suitability of its products to private retail investors.

This website is confidential, and no part of it may be reproduced, distributed or transmitted without the prior written permission of IDAD Limited.

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