WAY

Incorporated in 1996, WAY is an independent and privately owned financial services group whose principal activities are the provision of WAY-branded retail unit trusts through the independent financial adviser (IFA) sector throughout the UK and the management of third party unit trusts and ICVCs on behalf of other financial institutions.

The founders of the company are ex-Independent Financial Advisers who specialised in offering portfolio management services to private and corporate investors. They have combined their experience and skills with a number of fund wholesalers to design, construct, oversee and market, suitable portfolio solutions to the IFA marketplace. The ethos and approach to product design continues to reflect an appreciation of the requirements of IFAs and their clients.

WAY Investment Services Limited is a wholly-owned subsidiary of the WAY Group offering a unique range of financial strategies and an innovative support service specifically designed for IFAs.

The company has developed a user-friendly range of products and services that are clearly client-centred and easily administered by IFAs. The WAY approach provides IFAs with infinite flexibility in designing client portfolios and strategies to meet their individual needs. Remuneration is designed to realistically reward IFAs for the service they provide to clients and to build real value into their businesses.

WAY Fund Managers Limited is the regulated WAY unit trust company.

WAY Fund Managers (via Elite Fund Administration) is one of the UK’s largest providers of fund hosting services to the wealth management sector. Elite Fund Administration (Elite FA) is the WAY Group (WAY) specialist fund management arm administering the provision of ACD or ‘third party’ administration to intermediaries seeking to market and distribute their own funds.

WAY Group Limited, Cedar House, 3 Cedar Park, Cobham Road, Wimborne, Dorset BH21 7SB, England. Tel: +44 (0) 1202-890895. Registered in England: No.3181187. WAY Investment Services Limited is an Appointed Representative of WAY Fund Managers Limited which is authorised and regulated by the Financial Services Authority. WAY Fund Managers Limited is a member of the Investment Management Association (IMA). Website: www.waygroup.co.uk

Access to and use of this WAY microsite website is provided subject to these Terms and Conditions and Privacy policy. WAY Investment Services Limited is an Appointed Representative of WAY Fund Managers Limited which is authorised and regulated by the Financial Services Authority. WAY Fund Managers Limited is a member of the Investment Management Association (IMA). All trademarks are acknowledged as the property of their respective owners. Copyright © WAY Group Limited. All rights reserved.