Business Models

Credo provides wealth outsourcing solutions to Financial Intermediaries, including Wealth Managers, Financial Advisory Firms and Family Offices in the UK, Channel Islands, Europe, Australia and South Africa.

We offer three business models that provides Financial Intermediaries with flexibility to choose the model that suits their particular circumstances and Credo further supports the migration between business models as your business needs evolve and mature:


Contracting party Individual
Unregulated entity
Branding Credo
Regulatory
- Individual
- FCA Registration
Credo
Regulatory
- Compliance
- Supervision / Monitoring
Credo
Regulatory
- PI cover
Individual - Credo
Entity responsible for own PI
Investor
- TOB
Credo TOB
Investor
- Client of
Credo
Premises Credo (London only)
Pricing Model Revenue share, with minimums

Contracting party Regulated entity via Principal
Branding White labelled - 'as a trade name of Principal utilised under an exclusive license'
Regulatory
- Individual
- FCA Registration
Principal, as regulated entity
Regulatory
- Compliance
- Supervision / Monitoring
Principal, as regulated entity
Regulatory
- PI cover
Entity responsible for own PI
Investor
- TOB
Principal TOB
Investor
- Client of
Regulated entity via Principal
Premises Client decision
Pricing Model Service based

Contracting party Regulated entity
Branding White labelled
Regulatory
- Individual
- FCA Registration
Regulated entity
Regulatory
- Compliance
- Supervision / Monitoring
Regulated entity
Regulatory
- PI cover
Entity responsible for own PI
Investor
- TOB
Regulated entity TOB
Investor
- Client of
Regulated entity
Premises Client decision
Pricing Model Service based

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