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This guide details the online process to setup a regular investment into a GIA.
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guide-how-to-set-up-a-regular-investment
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Data Capture Form – Individual
Data Capture - Individual
Yes. We’re an adviser led investment platform, which means we work in partnership with professional financial advisers to manage clients’ portfolios.
To open an account, you’ll need to work with a financial adviser who already holds Terms of Business with us. We’re not able to support clients who wish to manage their investments independently.
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How do I submit new AML documents?
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If you have a query related to our AML process that has not been answered...
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How do I submit additional AML documents?
If you wish to submit further AML documentation, you are able to do so by...
