You are able to see a variety of fund information on the platform.

By navigating to the ‘Research’ tab and then to the ‘Research Hub’, you will then have the option to view our available assets. Below the ‘Info’ heading, you can navigate towards the fund’s ‘HTML Factsheet’, which will provide detailed information, including performance, risk, dividends, and the Key Investor Information Document.
If you have a query regarding a specific trade, please email [email protected] with the account and fund information.

If you are enquiring regarding a trade that was placed on a particular account, please provide the client ID number, account ID number, and the date of the trade in question.

Please note that in line with our Terms and Conditions, we may action a quarterly sell down of client assets to raise sufficient cash for regular withdrawals and to maintain the 2% minimum cash balance for an account.

If you are enquiring about the availability of a particular fund, please provide the full ISIN for the fund and the client ID number that is looking to invest.

Making a small taxable withdrawal (minimum £25) will prompt HMRC to review the tax code linked to your account. If HMRC applies a different tax code, they’ll notify us electronically and we’ll update this automatically.

We’re not authorised to liaise with HMRC on your behalf. If you have any questions about your tax code, please contact HMRC them directly.

To see the adviser fees a client currently pays, please navigate to the client on the platform. When you select the relevant client, their annual adviser fee will be listed alongside the product value and reporting value of the account.

To see the historic fees a client has paid, you can generate a Transaction History or Client Statement report. To generate these reports, select ‘Reports’ and then ‘Reports About Clients.’

Fee Statements are sent out to advising firms during the first working week of each month when the fees are paid. Each advising firm has an approved mailing list, which contains the email addresses that are authorised to receive the statements.

If you wish to add a new email address to your firm’s mailing list, we require email approval from an authorised signatory of the firm. Please email [email protected] with this request.

Email approval from the signatory is sufficient.

Each client will have a client identification number, this is a six-digit code that begins with a ‘3’.

Each client is then able to open products within their account, for example a GBP GIA account and a EUR GIA account.

Each of these products has their own identification number which begins with a ‘7.’

Full details are set out in the Charges Schedule, which you’ll find under the Documents tab within our secure website.

This covers platform, transaction, and servicing fees.

To review historic charges, you can generate a Client Statement via our platform selecting Reports → Reports About Clients.

A joint owner cannot be removed from an account. A new account must be created for the Investor who is remaining with us. Assets and cash are then transferred to the new account and the joint account is closed.

To action this, generally we require a signed, written instruction from both investors, however this may vary depending on the circumstances.

For specific guidance, please reach out to [email protected]

Advisers are able to reduce their ongoing adviser fee at any time. To action this, the adviser must notify us through email. To increase an ongoing adviser fee, we would require a ‘Change of Product Details’ form to be submitted that has been signed by the client.

Yes, we accept digital signatures on all of our documents excluding withdrawals. The “electronic signature guidance document” available to download from the “document directory” confirms our signature requirements across all documentation.

1. Go to the Novia Global login page.
2. Click Forgotten Password.
3. Enter your email address registered to your account.
4. We’ll send you an email with a password reset link (valid for 24 hours).
5. Open the email and click the reset link.
6. Enter your Date of Birth for identity verification.
7. Create a new password and set a new security question and answer.
8. Return to the login page and sign in with your updated credentials.