Step 2 – Authorisation
WM Capital Management will then add the adviser to the list of authorised IFAs for the Standard Life portfolio.
Step 4 – Management
Client funds can then be added to the WM Unicorn discretionary portfolio by clicking on create orders within the clients wrap Select tax wrapper, and then either Buy Trades or Switches. Then click on the grey ‘’find’’ button, select MPS Portfolios and then WM Capital Management. The Unicorn portfolios can then be added.