Investelink

Apply for an account now

1

Download and print the Investelink Application Form:

(Please ensure you also read the Introductory Note and Terms of Service and Business)

2

If you are a new client, please provide the following:

  • PROOF OF ADDRESS for each applicant
    This can be in the form of a bank, building society or credit card statement which shows your name and address and is dated within the last 3 months,
  • PROOF OF IDENTITY
    This can be in the form of:
    Passport (copy - we do not recommend sending the original unless you are visiting our office in person),
    OR
    Valid UK Driving License or counterpart thereof (copy)

3

Please ensure you have included the following in your Application to ensure speedy processing

  • Application Form completed and signed (pages 1 and 5)
  • Nominee Service Form and Managed Deposit Form signed
  • FOR NEW ACCOUNTS: Proof of Identity and Proof of Address
  • FOR NEW ACCOUNTS: £500 cheque OR £1,000 of fully-listed UK stocks

4

Post the above documents to:

Investelink
Walker Crips Stockbrokers Limited
Finsbury Tower
103-105 Bunhill Row
London EC1Y 8LZ

Logon details will be sent to you on the day your application is approved.

It is important to remember that the value of investments can go down as well as up and it is possible to get back less than you invested, especially in the early years. Past performance is no guarantee of future returns and interest rates and dividends are variable and cannot be guaranteed in the future. Any tax treatment mentioned is based on personal circumstances and current legislation which is subject to change. In the event of a client having a complaint about our services we will do our best to resolve that complaint promptly and to the client's satisfaction. However if we are unable to do so, the client may have the right to complain to the Financial Ombudsman Service. Further information can be found on the Financial Ombudsman Services's Website at www.financial-ombudsman.org.uk.