Who is it for?

Retail Intermediaries

Conexim’s platform is built around the way modern advice firms actually work. Our model, already widely adopted in the UK, Australia and the US, moves far beyond “one-size-fits-all” and “execution-only” approaches that still dominate some platforms.

With increasing regulatory and client focus on transparent, fair pricing, we have created an open, future‑ready charging framework that puts advisors in full control of their own remuneration. Our platform enables advisors and financial planners to clearly demonstrate and reinforce their value, supported by:

Flexible advisor charging structures
Cutting‑edge reporting and analytics
Intuitive, always‑on online access for advisors and their clients

We support personal and corporate client accounts introduced by Intermediaries, as well as a full range of pre‑ and post‑retirement structures, including:

Self‑Administered Personal Retirement Bonds (Buy Out Bonds)
Approved Retirement Funds (ARFs)
Self‑Administered PRSAs

Pensioneer Trustees

Conexim does not act as a Pensioneer Trustee. We believe an independent trustee, clearly separate from the investment advisor, is a core safeguard in any self‑administered pension structure.

Through our platform, Trustees can access real‑time and periodic reporting across all main pension products and offer their clients a fully self‑administered investment option for:

Self‑Administered Personal Retirement Bonds (Buy Out Bonds)
Approved Retirement Funds (ARFs)
Self‑Administered PRSAs

All on‑platform assets are held in custody with BNY Pershing, regulated by the Central Bank of Ireland. BNY Pershing services c. 7 million investor accounts and holds over $2 trillion in global client assets, backed by the strength of its parent, Bank of New York Mellon, with $46.6 trillion in assets under custody/administration.

Approved Retirement Funds (ARFs)

Conexim acts as Qualifying Fund Manager (QFM) for Approved Retirement Funds (ARFs).

For intermediaries and trustees needing a self‑administered ARF solution, we offer competitively priced QFM services.

Our dedicated payroll function can:

Handle monthly, quarterly or annual ARF income payments
Manage all Revenue‑required distributions and imputed distributions

This gives clients a flexible post‑retirement income stream, with the compliance and administration managed on their behalf.