Octopus Accelerator Client Services
We work with advisers and investors around the UK to help them invest quickly and easily through a digital platform, aligned to their risk appetite.
You can expect us to be straightforward with simple processes and no jargon.
Why us
Quick and easy through a digital platform
Access to a wide range of investment opportunities
Aligned to an investor’s risk appetite
We’re part of the Octopus Group
Octopus Accelerator is part of the Octopus Group. We’re a group of entrepreneurially minded businesses, all founded on one simple belief: that people and the planet deserve better. The group manages more than £10.6 billion on behalf of 63,000 investors.1
Key risks
Investing puts investor’s capital at risk, you may get back less than you put in.
The products you can access
We want to keep things straightforward by communicating in a simple, jargon-free way. We help advisers and their clients invest, with the aim to grow their money so that they get to enjoy the things that matter most.
Our investment experts will use one or a combination of the following products to most effectively manage an investor’s money:
ISA
GIA
SIPP
How it all works for an investor:
Step 1
Tell us a little about yourself and we will get you up and running with an account in seconds.
Step 2
Once you’re up and running you can deposit cash or transfer investments from elsewhere.
Step 3
After we have received your monies and your assets have been transferred to our custodian – we will keep you updated and informed the whole way through the process. You get access to your own online portal where you can track the progress of your investment journey, including when your money has been invested, the products which it is invested in, the current value and performance.
Your online portal will also house your documentation including statements, valuations and all your important information.
If you have any questions, please get in touch with us directly using our chat function, via call or email.
How our fees work:
| Fee | Charge | Comments |
|---|---|---|
| Platform Fee | Up to £1m: 0.15% Over £1m: Nil | These fees apply to all of your holdings in all of your products |
| Pension Fees (SIPP only) | 0.05% | |
| Transfer Fees | Cash transfers – Nil Asset transfers – £15 | These fees apply if you transfer assets to us from another platform provider |
| Trading fees | 0.04%, with a £4 minimum | These fees apply if you trade an exchange-traded-instrument |
| Model Portfolio Fees | 0.20% | These fees only apply if your money is invested in on of our model portfolios |
Meet the team
Dan Marsh
CEO
Frederick Addison
Growth Manager
Laura Warburton
Growth Manager
Sharneen Gadd-Claxton
Operations Manager
Wei Fu
Finance Manager
How to contact us
Phone: 0800 316 2295
Email: [email protected]
Address: 33 Holborn, London EC1N 2HT
Octopus Accelerator Client Services Limited (‘OACSL’ or ‘the Firm’) is authorised and regulated by the Financial Conduct Authority. Company number 14066750.
1 Source: Octopus at 30 June 2022. Funds under management data includes undrawn commitments, funds under advisory mandates, funds monitored and the Octopus Cash service