摘要:1.1 In June 2007 we published a Discussion Paper (DP07/2 ¡®Platforms: the role of wraps
and fund supermarkets¡¯1) alongside DP07/1 ¡®A Review of Retail Distribution¡¯2 (the
¡®RDR¡¯). In this paper we consider the responses we received to DP07/2 and comment
on this feedback. We continue to view platforms and their use in the developing retail
market as part of the wider RDR work. The RDR will publish its interim report in
April 2008.
1.2 Platforms are online services, used by intermediaries (and sometimes consumers
directly) to view and administer investment portfolios. As well as providing facilities
for investments to be bought and sold, platforms are often used to aggregate, and
arrange custody for, customers¡¯ assets.