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Data Capture Form – Individual
Data Capture - Individual
This document outlines the target market for our GIA product.
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Data Capture Form – Individual
Data Capture - Individual
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Data Capture Form – Individual
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Data Capture Form – Individual
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Data Capture Form – Individual
Data Capture - Individual
In the instance of your client’s death, please send us a copy of the certified death certificate, certified copy of the will, and the grant of probate (where applicable).
You are able to submit these via our [email protected] email, or via the secure mail on the portal.
Please note that we will require these documents to be translated to English and certified in English.
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If you’ve escalated your complaint through to the Financial Ombudsman, you should direct your communications through them and they will pass on any information.
If you are considering raising a complaint with FOS, but have yet to raise the complaint with us, please do so and we will try and answer your complaint for you.
You are able to contact us regarding a complaint at [email protected]
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If you wish to raise a complaint, you are welcome to call or email us with details regarding your complaint, or contact our complaints team directly at [email protected]
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If you have a query that has not been answered in the FAQs, please email [email protected] with your query.
Please kindly include all the information regarding your query including your client ID number.
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To transfer your ISA away from us you will need to contact your new provider and complete a re-registration/transfer authority with them.
Once received we will liaise directly with your new provider to transfer your assets over.
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