UKMONEYSITE Precision Adviser Booklet

Precision adviser service

Introduc)on
About UKMONEYSITE
National online investor resource
focused on helping consumer
investors maximise their
investment growth.
3 UK based sites, London,
Edinburgh & Derry
Key Investor Trends
86% of investors state they have
a balanced investment profile
9 in 10 investment portfolios
contain underperforming funds
6 in 10 investment portfolios
assume excess risk
8 in 10 consumer investors site
loss & missed growth as their
primary investment concern
UKMONEYSITE.COM For Consumer Investors
UKMONEYSITE.COM is a consumer focused online brand that provides
UK investors with valuable investment and fund performance insights.
Investors have access to regular free and paid reports which decipher
the performance and ranking of over 11,000 investment funds,
providing clarity on the best performing investment, ISA and pension
funds.
Our popular free portfolio review service provides investors with a
comprehensive insight into the individual performance and ranking of
each of their current funds as well as a volatility and portfolio growth
analysis, highlighting possible areas of concern and potential for
improvement
3835
Portfolios reviewed
3579
Contained poor funds
3101
Assumed excess risk
Our subscription service provides unfiltered access to the best
performing funds reports and our top performing model portfolios
reports.
UKMONEYSITE.COM For Professional UK Financial Advisers
Our paid data subscription service is ideally suited to those who prefer
to have a hands on approach to investing.
Popular Services
Best performing fund and
portfolio reports
Portfolio fund performance
review, including growth & risk
analysis
Investor referrals. Connecting
investors with expert UK advisers
Many consumer investors that visit UKMONEYSITE.COM and complete a
fund review will ask to be referred to a professional Independent
Financial Adviser to seek advice or improve their portfolio.
The ukmoneysite.com precision adviser service is an established and
highly effective way to cater to such investors. It provides professional
advisers with access to valuable fund performance insights and the
ability to receive investment clients direct from UKMONEYSITE.COM.
Within this booklet we detail the unique opportunities afforded to
professional advisers through the precision adviser service which has
helped hundreds of investors with over £400,000,000 of total investable
assets partner with suitable professional advisers.
Talk To Our Team

Precision Adviser Service
What you get
4 unique and valuable services
Access to the best investment
funds, ISA funds and pension
funds reports
Top performing model portfolios
suitable to 8 asset allocation
models
2 authority building portfolio
reviews per month
Pre-approved appointments with
clients with investable assets up
to £400,000
Option of registering as a partner
to receive clients with investable
assets in excess of £400,000
Click the button below to
diarise a call with a
member of our sales team!
Discuss Your Needs
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What is the Precision Adviser Service?
The UKMONEYSITE.COM precision adviser service provides professional
financial advisers with valuable data and reports that will assist in client
fund selection and improved investment growth. The unique client
referral process is recognised as the most efficient and effective in the
UK, creating growth in your firms funds under management.
4 Unique Services Provided By Our Precision Adviser Service
Best investment, ISA and pension funds reports
Upon registration, professional financial advisers gain unfiltered
access to all of ukmoneysites top performing funds reports.
Thousands of funds over hundreds of hours are analysed each
month to provide comprehensive reports listing the consistently top
performing investment, ISA and Pension funds.
Top performing Investment, ISA and pension por9olio reports
The model top performing investment, ISA and pension portfolio
reports are each comprised of consistently top performing funds
and are suitable to 8 different asset allocation models as
recommended by the consumer watchdog Which?
Comprehensive por9olio reviews
2 comprehensive portfolio reviews per month. Show prospective
clients the exact ranking and performance of each of their existing
funds. Compare their fund performance and portfolio growth to that
of your recommended portfolio, demonstrating a need for your
service over a competitors service
Client referrals
As our paid data subscription service is ideally suited to those who
prefer to have a hands on approach to investing, many investors
require professional guidance from a suitable independent financial
adviser. For such investors, our customer support team provide the
option of meeting with a local independent adviser who has access
to our data and who can help ensure they maximise their portfolio
growth as well as provide an array of other financial planning
services. The investors who request to secure an appointment will
be referred to a suitable adviser with ukmoneysite arranging a
mutually suitable appointment time for both adviser and investor.

Data Service
Our precision investment, ISA and Pension fund performance data saves valuable time and provides information to
advisers that their existing clients, and prospective clients will understand.
Discover every consistently top performing investment, ISA and pension fund. Make investment decisions based on factual
performance maximising your clients portfolio growth.
Best Performing Investment
Funds Report
Best Performing ISA
Funds Report
Best Performing Pension
Funds Report
Over 11,000 main and variant UT
and OEIC funds analysed. All
consistently ‘Top’ performing funds
are listed within this report along
with valuable fund information
such as the growth achieved during
this period, fund size, fund code
and fund charges.
All ‘Top’ performing ISA available
UT and OEIC funds are listed
within this monthly report. The
user friendly scannable format
makes high quality ISA fund
selection easy and convenient for
advisers.
Over 16,000 pension funds within
the Pension universe are analysed
for our monthly best performing
pension funds report. Gain
valuable insights into the factually
best performing pension funds.
Best Performing Investment
Por9olio Report
Best Performing ISA
Por9olio Report
Best Performing Pension
Por9olio Report
8 model investment portfolios
suitable to 8 different risk profiles.
Comprised of the best consistently
top performing investment funds
and follows the asset allocation
model as set by the consumer
watchdog Which?
8 model ISA portfolios suitable to
8 different risk profiles. Each
portfolio is comprised of the best
consistently top performing ISA
funds and follows the asset
allocation model as set by the
consumer watchdog Which?
8 model Pension portfolios
suitable to 8 different risk profiles.
Each portfolio is comprised of the
best consistently top performing
Pension funds and follows the
asset allocation model as set by
the consumer watchdog Which?

Por;olio Review Service
Win more clients with our comprehensive portfolio review service. Show potential clients the exact ranking and
performance of each of their existing funds. Compare their fund performance and portfolio growth to that of your
recommended portfolio.
As a subscriber to the UKMONEYSITE.COM data service professional advisers have access to 2 comprehensive
branded por9olio reports each month. Each report includes:
• The 1, 3 and 5 year performance of each fund within their portfolio.
• The position each fund ranked in their sector for performance over the most recent 1 and 5 years.
• Rating of each fund based on consistent performance within their respective sectors.
• Summary report highlighting the number of ‘Top’, ‘Mediocre’ and ‘Poor’ performing funds are within their
existing portfolio and the percentage of their monies invested within each.
• Volatility analysis of their existing portfolio with comparisons to that of our model or your recommended
portfolios.
• Portfolio growth comparison of their existing portfolio to that our model or your recommended portfolios.
• Summary of their comprehensive portfolio analysis detailing the overall factual performance of their existing
portfolio
Our portfolio review service is a unique proposition that educates consumer investors, providing them with knowledge
and insights that they previously have not been exposed to. This service is proven to create trust and prompt investors to
make informed decisions about the management of their investment portfolio.
View Sample Por;olio Review

Client Referral Informa)on & Fees
Client Referrals
Clients referred on a daily basis
throughout the UK and abroad.
A total of £403 million worth of
investable assets referred
91% of those referred by
ukmoneysite have become a
client of the adviser they were
referred to.
Appointments agreed between
our team and the client on your
behalf
Client Referral Process
Each referral made and appointment set for our partner firms has been
at the request of the individual investor and only after a detailed
consultation with a ukmoneysite client executive has taken place. Each
investor is made aware that by requesting an introduction to an adviser
they are agreeing to a formal appointment to discuss their future
investment arrangements.
No Upfront Costs
The cost of a client referral is displayed below. Upon requesting an
appointment with a local financial adviser a UKMONEYSITE.COM client
executive will contact a suitable adviser and inform them of the clients
request for an appointment. The adviser is under no obligation to agree
to the appointment or the referral.
One off Payment AJer Client Handover
Only upon adviser agreement to accept the referral and after an
appointment has been agreed will a client referral fee be required. Each
client referred is billed after the client handover process has completed.
Security
All clients referred have agreed to meet with a professional firm. At the
point of referral we will confirm a mutually suitable appointment time,
share the portfolio fund analysis and any other information relating to
the investor (as agreed by the investor) which will be helpful to the
partner firm (if agreed by the client). If the ‘Client’ or ‘Adviser’ inform us
that the ‘Client’ no longer wishes to meet, we will replace the client at
the earliest possible opportunity.
Fee Example’s
Client'Profile
Referral'Fee
£25,000&+ £300
£50,000&+ £500
£100,000&+ £750
Click the button below to
diarise a call with a
member of our sales team!
£150,000&+ £1,125
£200,000&+ £1,500
£250,000&+ £1,875
£300,000&+ £2,250
Discuss Your Needs
£350,000&+ £2,625
£400,000&+
Partners&Only

Registering For The Precision Adviser Service
Adviser testimonials
Registration & more information
“Since registering as a partner of
ukmoneysite.com, in October
2015, I have been referred clients
with funds totalling £19million”
Richard (IFA, Derby)
“We have found ukmoneysite to
be an excellent source of High
Net Worth Clients.”
Stefan (IFA, London)
If you are interested in registering for the precision adviser service or
would like to find out more please follow the book consultation link
below and a ukmoneysite client executive will be in touch shortly to
help.
Book Consulta)on
“The portfolio reviews are a great
tool to visually showcase the
comparative growth of a
prospects existing portfolio and
my recommended portfolio. It
removes any doubt in their mind
and has helped me win 3 clients
in 2 months.”
Clayton (IFA, Glasgow)
“I have been an IFA for over 16
years and have invested quite
significantly over the years in
various marketing and paid lead
programs, which personally I
found unrewarding.
ukmoneysite.com, have created
a model that creates genuine
value for investors, the by
product of which is highly
engaging and rewarding
referrals.
Nathan (IFA, London)

The most effec0ve way to generate
quality clients in the financial sector
UKMONEYSITE.COM, Registered office NISP, Bay Road, Derry, BT48 7TG, United Kingdom. Telephone 0844 798 1270. Customer
services enquires please email support@ukmoneysite.com