So glad you asked! Opening an account is really easy and can be done in a few short steps:
- First, complete the online application. From our homepage, click “Get Started” and follow the prompts. You'll give us some basic information, answer a few questions about your investment objectives and previous investment experience.
- Suitability: We'll assess your information and provide a personalised investment recommendation to you.
- You'll then choose which type of account(s) you want to open - if you need any help here, our team of Portfolio Managers is on hand to assist.
- If it feels right, you'll agree and confirm the legal bits including an Investment Management Agreement. If you want to talk to us first, please give us a call! We'd love to chat.
- Finally, you'll decide how and when you want to fund the accounts, either by a debit card payment, direct debit, bank transfer or by transferring over an existing investment account.
- That's it! Your account is now up and running running and your funds are on their way! Once they arrive, they will be invested within two business days.
If you get stuck and need a little help, please give our Relationship Management team a call on 0800 808 5653 or email us at firstname.lastname@example.org