![]() Both companies are wholly owned subsidiaries of Kingswood Holdings Limited which is incorporated in Guernsey (registered number: 42316) and has its registered office at Mont Crevelt House, Bulwer Avenue, St. KW Investment Management Limited is also regulated in South Africa by the Financial Sector Conduct Authority (Firm Reference Number: 46775). Kingswood, Kingswood Group and Kingswood Institutional are trading names of KW Wealth Planning Limited (Companies House Number: 01265376) regulated by the Financial Conduct Authority (Firm Reference Number: 114694) and KW Investment Management Limited (Companies House Number: 06931664) regulated by the Financial Conduct Authority (Firm Reference Number: 506600) with a registered office at 13 Austin Friars London EC2N 2HE. Whilst we do provide tax planning, we cannot provide tax advice and where you require tax advice we will refer you to a tax specialist. Prevailing tax rates and relief are dependent on your individual circumstances and are subject to change. Not only did the team collectively cycle a huge 6,035km, beating the total distance originally pledged, they also raised over 8,500 for local charities. On the weekend of 18/16 June 2022, over 40 Quilter colleagues hit the road to raise vital funds for The Quilter Foundation. Past performance or any yields quoted should not be considered reliable indicators of future returns. The Quilter Cycle Team raises over 8,500 for local charities. Place the advisers Xplan ID in the External Key field, and search for their. The value of your investment can go down as well as up, and you can get back less than you originally invested. Summary Our integration with Xplan provides a seamless flow of data between. Legal Documents | Disclaimer | Cookie Policy | Sitemap You can find information about the target market for these products in the relevant Target Market Determinations (TMDs) available here on our website.10‑11 Austin Friars, London, EC2N 2HG, UK | Email: | Tel: 020 7293 0730 The NEOS Protection, Protect Super Plan and Protect Super Plan 2 are subject to product design and distribution obligations. Were proud to announce the launch of our adviser data feeds, now available to all registered advisers through Adviser Online and Xplan, activated in. XPLAN from IRESS a powerful, integrated financial planning solution for wealth management and financial planning professionals is now available to. A copy of the NEOS Protection PDS can be obtained by calling us at 1300 090 188 or here on our website. In particular, you should seek professional financial advice and read the relevant Product Disclosure Statement (PDS) before making any decision about a life insurance product. Because of this, you should carefully consider whether this information is appropriate for you before acting on it. This website provides general information only and the information has been prepared without taking into consideration your personal objectives, financial situation or needs. NEOS provides administration services in relation to NEOS Protection, Protect Super Plan and Protect Super Plan 2 on behalf of NobleOak and Diversa. Protect Super Plan is a division of OneSuper ABN 43 905 581 638 RSE R1001341 and Protect Super Plan 2 is a division of Tidswell Master Superannuation Plan ABN 34 300 938 877 RSE R1004953, both issued by Diversa Trustees Limited (Diversa) ABN 49 006 421 638 AFSL 235153 RSE L0000635. Email/User ID : Password : Forgot Password Click here if youre interested in learning about Fitzpatricks Private Wealth and our Lead Adviser approach. NEOS Protection is issued by NobleOak Life Limited (NobleOak) ABN 85 087 648 708 AFSL 247302. NEOS Life (NEOS) is a registered business name of Australian Life Development Pty Ltd ABN 96 617 129 914 AFSL 502759.
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