SS&C Technologies Holdings, Inc.
SS&C Hubwise Platform Target Market Statement
Pages
5
Time to read
7 mins
Publication
Language
English
Pages
5
Time to read
7 mins
Publication
Language
English
This document is a target market statement for the SS&C Hubwise Platform, intended for UK partner firms that have signed up to the platform and potential partner firms. It outlines the services offered by the platform, which include trading and custody services for FCA-authorized firms. The statement provides details on various investment wrappers available, such as General Investment Accounts, ISAs, Junior ISAs, and self-invested personal pensions (SIPPs). It specifies the target customer demographics, emphasizing that the service is designed for retail customers aged 18 and over, who are UK residents or Crown servants, and who possess at least basic knowledge of investment markets. Additionally, it identifies customer types for whom the service is not suitable, including those under 18 and those unable to accept capital loss. The document also discusses the platform's features, including access to a variety of investment wrappers and the provision of regulatory disclosures.