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Products and services

Trust planning

We offer a range of trusts to meet different customer needs. Your financial adviser will guide you through the process of choosing and setting up a trust, but here is some handy information to get you started.

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Family Linking: more value for you and your family

Family Linking is our multi-family member discount which can help drive down the cost of investment.

When you and your family members invest with us, you all benefit from one tiered charging structure that is based on the value of all products held on our investment platform, and the percentage charge reduces as assets grow.

Discover more about how Family Linking works

Enjoy lower investment charges for you and your family

Speak to your adviser about how our Family Linking benefit can reduce the cost of investing for you and your family members when you all invest with Quilter.