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branded sipps

Intelligent Money provides white labelled SIPPs and Pensions that can be designed to carry your brand seamlessly though all online activity via full API integration. We can also offer pricing flexibility to fit your own model, obviously within commercial boundaries.

White Threads

WHITE LABELLING

Our design team will work with you to provide the finished look to sit within your brand and positioning, both online and for paper and PDF documentations such as Key Features, T&Cs and SMPIs

 

We will work to your exact brief to ensure the client (and adviser, where required) journey is seamless and fully under your control. White labelling can also be extended to scheme registration with HMRC.

INTEGRATION

Our Operations and Software teams can work with you through our API and provide full assistance during your integration, testing and delivery.

We have provided this service to many nationals and networks previously and have great experience in working with your developers to ensure the end requirement has been fully tested and meets all

end user requirements.

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Laws and regulations

REGULATION

All FCA and HMRC regulatory aspects of our branded and white labelled Pensions and SIPPs are required to be undertaken by Intelligent Money and no additional responsibilities or regulatory functions/permissions will fall on any individual providers using this service.

Intelligent Money remains the Provider, Operator and Trustee of the Schemes at all times.

© 2024 Quai Administration Ltd.

Quai Administration Services Limited is a company registered in England and Wales at 16 Tesla Court, Innovation Way, Peterborough PE2 6FL (Number: 7584959).  Intelligent Money is a trading style of Quai Investment Services Ltd. Quai Investment Services  Limited, a wholly owned subsidiary of Quai Administration Services Limited, is registered in England and Wales (Number: 9919243 ), and authorised and regulated by the Financial Conduct Authority (Firm Reference Number: 922590). Intelligent Money Trustees Limited, a wholly owned subsidiary of Quai Administration Services Limited is registered in England and Wales  (Number: 09690188)

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