Will the referring Adviser see my data and make decisions for me?

If you've linked to the referring Adviser via the Quilter Invest platform, they can view your investment portfolio, value and activity.

The referring Adviser will not be able to provide you with financial advice or guidance on the products available to you through the Quilter Invest platform or the underlying funds in which you invest. A linked Adviser cannot make any changes to your investments, and you remain fully in control of the product(s) you choose, and where and how you invest. To support this, Quilter Invest provides educational content via the Learning Hub to help you feel confident when making investment decisions.