Aviva’s self-directed investment offering (SDIO) provides brokers and policy holders with access to a diverse range of assets for pre-retirement pension investors through personal pensions, executive pensions and Personal Retirement Bonds (PRB) and post retirement for Approved Retirement Funds (ARF) and Approved Minimum Retirement Funds (AMRF).
Investment Options
Investors can choose from a range of assets aimed at building truly diverse portfolios.
read moreInvestment Options
- Share Dealing
- Discretionary Strategies
- Global Equity Income Fund
- Exchange Traded Funds
- Gold & Alternative Investments
- Green Effects Fund
- ESG (Environmental Social and Governance)
- Structured products
Trading Account Types
Investors will have different requirements on how their retirement portfolios are structured and managed. There are 3 main account types from which to choose.
read moreTrading Account Types
Investors will have different requirements on how their retirement portfolios are structured and managed, with 3 main account types available.
- Execution Only Service
- Advisory Service
- Discretionary Service
Agency Terms
Ownership of the client relationship remains with the advisor. There is total transparency between Cantor Fitzgerald, the advisor and the end client(s).
read moreAgency Terms
Ownership of the client relationship remains with the advisor
- There is total transparency between Cantor Fitzgerald, the advisor and the end client(s)
- Client ownership remains with the advisor at all times
- Trust remains a cornerstone of our business with investment advisors and their clients.
- Online access is available for both the client & the advisor
If you would like to set up an Intermediary Agreement with Cantor Fitzgerald, please contact our Intermediary Support Team at agency@cantor.com.
Fees and Charges
To view all fees and charges for self directed share trading click below.
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