FAQ: Multiple Investment Strategies (MIS) - August 2023

The attached document has been created to answer some frequently asked questions in relation to Multiple Investment Strategies (MIS)

NOTE: 

1. To convert a standard existing account to MIS, please complete the attached MIS Instruction template and raise a Freshdesk ticket and we will action it for you.

2. We can not support the provision of MIS within 3rd Party Products.  This is due to a constraint in the e.Valuation reporting that those providers rely upon.  

Many 3rd Party SIPP providers do allow more than one wrapper- please check our Third Party Products available on Hubwise Platform for specifics.  This would achieve a similar business outcome.

Any questions please raise via Freshdesk as usual.