If you have appointed a power of attorney and wish to update your records with us, please send us a copy of the Lasting Power of Attorney, alongside the proof of identity for the appointed parties.
Once we have received this documentation, we will respond with the next steps depending on your circumstances.
Before we are able to apply any money to a new client’s account, we are...
If you have a query related to our AML process that has not been answered...
If you wish to submit further AML documentation, you are able to do so by...
Please speak with your adviser to complete a Change of Client Details form.
This will need to be wet signed or digitally signed and can be submitted via the Secure Mail tab on the platform.
Before we are able to apply any money to a new client’s account, we are...
If you have a query related to our AML process that has not been answered...
If you wish to submit further AML documentation, you are able to do so by...
We have several forms on the platform which can assist you with changing your address, bank details, or financial adviser.
Please ask your adviser, or reach out to [email protected] to begin this process.
Before we are able to apply any money to a new client’s account, we are...
If you have a query related to our AML process that has not been answered...
If you wish to submit further AML documentation, you are able to do so by...
Several forms are available on our platform to update your personal details (e.g. to update your address or bank details.
Your adviser can help you complete these, or you can email us at [email protected].
Before we are able to apply any money to a new client’s account, we are...
If you have a query related to our AML process that has not been answered...
If you wish to submit further AML documentation, you are able to do so by...
Before we are able to apply any money to a new client’s account, we are...
If you have a query related to our AML process that has not been answered...
If you wish to submit further AML documentation, you are able to do so by...
As an international platform, withdrawals are processed via international payment routes, before reaching the client’s account.
We use HSBC for processing payments, and they are typically received within 2-3 business days, but can be up to 10 business days in certain circumstances.
Before we are able to apply any money to a new client’s account, we are...
If you have a query related to our AML process that has not been answered...
If you wish to submit further AML documentation, you are able to do so by...
Your adviser will be able to submit a withdrawal instruction by locating the correct form under the ‘Documents’ tab on the platform or downloading it from the support hub.
Before we are able to apply any money to a new client’s account, we are...
If you have a query related to our AML process that has not been answered...
If you wish to submit further AML documentation, you are able to do so by...
Once your adviser has opened your account, we’ll send you an email invitation to activate your account.
Follow the link in that email to set your password and access the platform.
If you require any assistance, please contact us on +44 (0) 1225 517 517 or email us at [email protected].
Before we are able to apply any money to a new client’s account, we are...
If you have a query related to our AML process that has not been answered...
If you wish to submit further AML documentation, you are able to do so by...
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