Across the Quilter group of companies, we aim to provide insightful communications for everyone working in financial advice. Below you’ll see options to opt in or out of communications from each of our individual businesses.

Quilter

This covers communications from both Quilter's platform and Quilter Investors, and includes:

  • General company updates
    • Updates about Quilter's platform, Quilter Investors or the wider Quilter businesses.
  • Critical service or system updates
    • Specific updates on our online systems and support services.
  • Newsletters, including Pulse
    • The latest news, views and events from Quilter's platform and Quilter Investors for advisers.
  • Between the lines
    • A weekly roundup of market events and investment thinking for you and your clients.
  • Product and proposition updates
    • Specific updates about our products, services and investments.
  • Industry/regulatory news
    • Updates on regulations and market events that impact on your business or clients, such as the Budget, and how we can support you.
  • Events and webinars
    • Invitations to national, local and online events and webinars for product, system, technical and educational support.
  • Surveys
    • Help us improve our products and services through occasional surveys.
  • Hints and Tips
    • Regular updates from our Platform Specialists on how to make the most of our online services and tools.
  • Quarterly reports
    • The latest bespoke and generic quarterly reports for you to use with your clients.

If you would like to set preferences for each different communication type, please visit Quilter’s preference centre.

If you have Terms of Business with us please note that there will be times we will email you in relation to client servicing matters that you cannot unsubscribe from. You will also still receive critical business, service or system updates.

Quilter Financial Planning

Communications from Quilter Financial Planning to non-network members include:

  • Keeping you in the picture
    • Bi-monthly newsletter providing business support and advice for non-Quilter Financial Planning members.
  • Virtual events
    • Invitations to our virtual events for non-members that provide insight and practical steps on how to make a success of your business.

If you are a member of Quilter Financial Planning and wish to change your email preferences, please use the 'Manage your preferences' link in the footer of the emails you receive, or alternatively contact your relationship support.

Quilter Cheviot

Communications from Quilter Cheviot include:

  • Market commentary
    • From market overviews to fund ideas, all the latest insights from our investment experts including our daily Dealers Early Call and Weekly Comment, and Monthly Market Commentary and Climate Assets Newsletter.
  • Investment insights
    • Our bi-weekly “The Fund Buyer”, monthly Adviser Newsletter, monthly investment updates (MPS, AIM and Climate Assets Fund) and quarterly Quilter Cheviot Magazine provide interesting and informative content about the firm's activities.
  • Charities
    • Highlighting the key issues and news affecting the charity sector including our monthly TrustEnews.
  • Events and webinars
    • Invitations to national, local and online events and webinars for product, system and technical support.
  • Surveys
    • Help us improve our products and services through occasional surveys.

If you would like to set preferences for each different communication type please visit the Quilter Cheviot preference centre.

If you have Terms of Business with us, please note that there will be times we will email you in relation to client servicing matters that you cannot unsubscribe from. You will also still receive critical business, service or system updates.

Please note that this page does not reflect any subscription preferences you may already have in place. If you do not set a preference, we will not apply any changes