Working with obvio
We only work with companies who share our passion for being innovative
obvio works with a select number of platform, protection and investment companies who have taken the time to satisfy our stringent due diligence process. We only want to work with companies who share our passion for being innovative, refreshingly different, fun and functional; companies who focus on delivering for the client. obvio only recommends the very best of breed to clients and don't ordinarily entertain specialist or alternative investments unless requested by clients specifically. obvio does not accept proposals from commission based policies except where there is a proven ‘no alternative’ and the plan remains in the best interest of the client. In such cases obvio expects providers to have a simple and transparent rebate process of any commissions directly to the client.
If you feel that your platform, product/s or plan/s may be of value to obvio clients then please contact us at [email protected].
Please do not contact us if you do not meet the following initial criteria:
- UK Clean Share Class only
- No performance fee
- No initial fee
- No exit penalties
- Have performance data for at least 60 months
- Offer GBP, EUR & USD denominated share classes
- Can provide dynamic API’s to all reasonably expected international and UK Platforms
