White Labelled Products

As a regulated plan manager Keydata can work in partnership with financial advisers to develop bespoke investments designed to meet the specific needs of their clients. In these circumstances we can develop ‘one-off’ prodcuts with an individual investor or limited group of investors in mind. There have been a number of occasions where Keydata has worked in partnership with financial advisers to market Keydata products on special terms. For these companies Keydata acts as the plan manager for the adviser providing the administrative support but also marketing materials, brochures and public relations.

Developing their own products allows financial advisers to offer their clients unique investments on competitive terms and adding real value to the service that they offer. We are always willing to listen to investment ideas and would encourage advisers to contact us to see if there are ways we can build products to solve their clients needs.

Special Edition Brochure created for Seymour Sinclair Literature created for Baronworth Investment Services