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How do I update a clients’ details?
Several forms are available on our platform to update a clients' details (e.g. change of...
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Do I need a financial adviser to become a Novia Global client?
Yes. We’re an adviser led investment platform, which means we work in partnership with professional...
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Can you provide a list of advisers you work with?
To ensure we remain impartial, we don’t recommend or provide a list of advisers. If...
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How do I transfer an ISA into my account?
Our Stocks and Shares ISA is open to clients who already hold an ISA elsewhere...
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How do I place trades?
Your financial adviser is authorised to place trades on your behalf, please speak with your...
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How can I view my valuation and transaction history?
By logging into your client account, you will be able to see information regarding your...
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Why has my quarterly statement bounced back?
Your statement may bounce back if your email address is no longer valid, or your...
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How do I get valuations or reports?
Your adviser is able to generate reports at your request. This includes valuations and client...
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How do I access reports or valuations?
Your adviser can generate valuations, statements, and other reports for you at any time. We...
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How do I change my adviser?
To appoint a new financial adviser, you are able to complete a Change of Servicing...
