An expression of wish form is used to nominate (or to amend a previous nomination of) the individuals and/or entities to whom you would like the Scheme Administrator (in this case, Novia Global) to consider paying any death benefits that may arise from your UK SIPP.
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The Nomination of Expression of Wish or Intent forms can be found in the “secure document library,” please complete the relevant form and return to our client services team via email on: [email protected]
These forms can be signed using wet signatures or Docusign. If using Docusign, please ensure the certificate provided matches the email on file for the client.
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Yes, you can access a library of important documents about their use of the Service alongside any adviser produced valuation reports. These are all available to view online or download as PDF’s within the portal.
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The Novia Global client portal allows you view-only access to track all of the investments you hold on the Novia Global Platform.
At the touch of a button it provides access to valuations and the detailed composition of portfolios.
Only your financial adviser is permitted to place trades on your behalf.
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Login details and instructions on how you access the portal are contained within the Welcome Pack that you receive via email once you have been registered by your adviser.
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If you are experiencing an issue with your login or platform access, please email us at [email protected] with details of the problem including the email address you are using to log in.
Please note that most errors can be resolved by clearing cookies and cache on your browser and device.
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