Documents to assist in the administering your account are listed below. If you can't find the document you are looking for please contact your Investment Adviser or call us on 0800 367 227.
- Client Change of Details
- Client Change of Email Address only
- Third Party Authorisation - add a party authorised to give instructions on your account
- Addition or Removal of an Authorised Person
- Client Funds Direct Debit Authority
- Electronic Contract Note Delivery - to receive contract notes by email
- Security Transfer - to legally transfer securities off-market
- Change of Investment Service - to change between investment services
- Suitability Determination Opt out - if you do not want us to determine the suitability of advice provided
- Certificate of Non-Revocation and Non-Suspension of Enduring Power of Attorney - required if you hold an Enduring Power of Attorney.
- Notification of Change of Professional Advisors
- Relinquishment of Holdings