Private individuals: Investment management service
My email address:
You will need to have the following information/documents to hand in order to complete your application:
National Insurance Number (or overseas tax reference)
Bank/Building Society account details
Driving Licence (if applicable)
Passport (if applicable)
Utility Bill (if applicable)
Details of any third party you may wish to grant authority over the account
Please note:
You will be required to upload one identity verification document and one address verification document before submitting your application.
This online application form is for individual and joint applicants only. If you wish to apply for a
company, trust or charity account
please contact the investment manager/account executive you have been dealing with to request the appropriate paper application form or telephone us on
020 3100 8000
.
If you are resident of a country outside of the United Kingdom we will need to check whether this will prevent you from opening an account with us. This will be checked on submission of your application and supporting documentation, or, alternatively, you may contact us on
020 3100 8000
before completing the application and we will be able to advise you further.
Disclaimer
Investors should be aware that past performance is not a reliable indicator of future results and that the price of shares and other investments may fall as well as rise and the amount realised may be less than the original sum invested.
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