Killik & Co: Save Plan Invest — 専門的な富裕層向け資産管理へのデジタルゲートウェイ

Welcome to the Killik app, the digital gateway to Killik & Co’s wealth management services and the digital-led Silo investment service. Access your account on-the-go and benefit from expert guidance for managing your investments, planning your finances and more: - View your investments, monitor market activity and portfolio performance - Check your tax-free allowances and contribute to your savings (including Individual Savings Accounts (ISAs) and Self Invested Personal Pensions (SIPPs) - Make instant payments and set up recurring payments - Open a new account or tax wrapper for yourself or your children - Learn more about where your money has been invested KEY BENEFITS OF THE KILLIK APP Know your portfolio inside and out Monitor activity within your portfolio and explore your unique asset allocation across themes, asset classes, geographies and sectors. Tailor your view for what matters to you Customise your dashboard, and view your portfolio by wrapper, account or service. Plan for your future with Killik Lifetime Planning Plan for different stages of life and use our projection tools to map your future, plan for your income requirements and check you are on track to meet your goals. Securely access and contribute to your accounts The Killik app offers security and encryption for ultimate peace of mind with the convenience of login using face or fingerprint ID. Manage more than just your accounts Easily update your preferences and circumstances so we can provide the most appropriate support for you and your family. All your investments are conveniently at your fingertips. Simply log in with your Killik account. NEW TO KILLIK & CO? Killik & Co is an independently owned and award-winning wealth management firm based in Mayfair, with a branch network throughout the South East of England. We have been helping individuals and families to save, plan and invest for over 35 years. www.killik.com PREVIOUS SILO APP USERS AND NEW CLIENTS We have integrated the Silo Investment Service into the Killik app to upgrade the service and introduce new features. If you have already signed up for Silo, simply log in to the Killik app to access your account and investments. Silo offers a simple and convenient way to save and invest, with the added assurance that a team of experts will be managing your wealth. Perfect for those who are new to investing or still building their investments but do not yet need the expertise of an Adviser. The value of investments may fall as well as rise. Past performance is not an indication of future performance, and you must be comfortable that you may receive less than you originally invested. Tax treatment depends on individual circumstances and is subject to change. Silo fees comprise two separate charges. 0.75% of your total portfolio per annum, collected monthly. Plus Fund Manager fees, automatically calculated and deducted, and usually between 0.2% and 0.5%. Your assets are held securely by Killik Nominees Ltd and further protected by the FSCS, as well as being authorised and regulated by the Financial Conduct Authority. Silo is a trading name of Killik Intelligent Savings Limited, which is authorised and regulated by the Financial Conduct Authority (FCA number 710328). Registered in England and Wales No 09449583. Part of the Killik & Co group, 46 Grosvenor Street, London W1K 3HN.