To ensure we remain impartial, we don’t recommend or provide a list of advisers. If you already have advisers in mind, you’re welcome to share their details with us and we’ll confirm whether they hold Terms of Business with us.

Our Stocks and Shares ISA is open to clients who already hold an ISA elsewhere and would like to transfer into us.

We unfortunately are not able to take on any new subscriptions, only existing plans. Investors will need to approve an ISA transfer application via the web, or sign a Novia Global ISA Transfer Authority providing details of their current plan manager.

This form can be found on the platform under ‘Documents’ and ‘ISA’. We will then contact that manager directly via Origo to initiate the transfer.

Please note, we are only accepting cash transfers at this time.

Your financial adviser is authorised to place trades on your behalf, please speak with your adviser and they’ll take this forward for you.

By logging into your client account, you will be able to see information regarding your account and your assets.

As a client, you will be able to generate a transaction history of your account on the platform.

Your adviser is able to generate a number of other reports for you, including a Valuation and Client Statement.

Please contact your adviser for any reporting requirements.

Your statement may bounce back if your email address is no longer valid, or your mailbox is full.

In the instance that your statement bounces back, we will reach out to your adviser. You will need to complete a change of client details form to update your address and ensure you are not missing any correspondence.

Your adviser is able to generate reports at your request. This includes valuations and client statements.

Your adviser can generate valuations, statements, and other reports for you at any time.

We produce quarterly statements and annual cost & charges statement, which is available for you to view on our on-line platform.

To appoint a new financial adviser, you are able to complete a Change of Servicing Adviser form. This form can be wet signed or digitally signed by the client. Please note that for Trust accounts, these instructions will need to be signed by the Trust, not the underlying member.

The new adviser is required to have terms of business with us in order to be appointed on our platform. If the adviser needs to set up terms of business, they can contact [email protected]. Once they have terms of business, and have an adviser account on the platform, they will be able to access the Change of Servicing Adviser form under the ‘Servicing Documents’ tab in ‘Documents.

If the adviser change is internal, for example, appointing a different adviser at the same firm, we are happy to accept notification of this via email at [email protected].

Please reach out to explain the change in adviser, and to let us know what the ongoing fee is to be.

As an adviser-led business, we do require all clients to have an appointed financial adviser. If you wish to change your financial adviser, you are able to do so by completing and wet signing a Change of Adviser form. Please note that any new adviser must have terms of business set up with us before we are able to appoint them as your adviser.

To query if an adviser already has terms of business with us, please email us at [email protected].

If you have been unable to reach your financial adviser, or have any concerns regarding your adviser, please email us and we will assist you in any way that we can.

If you’re unable to reach your adviser or you’re no longer receiving advice, please contact us at [email protected] and we’ll support you with the next steps.