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Has my withdrawal request been paid out yet?
To monitor whether a withdrawal has been paid, please check the client’s transaction history. Advisers...
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How do I raise a SIPP tax or payment query?
For information regarding a SIPP payment or client tax code, please email us at [email protected]
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How do I set up regular SIPP income?
The SIPP Regular Income Drawdown form can be found in the "Document Directory", or under...
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How do I raise an ISA transfer query?
You can contact us via email on [email protected] or telephone +44 (0) 1225 517 517.
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What are the eligibility requirements for me to open an ISA with you?
You must have previously been a UK citizen, be over the age of 18, be...
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Can I have more than one ISA account open with you?
While we only offer one ISA product, Investors can open as many ISA accounts as...
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Can I invest in a specific model portfolio?
We have several portfolio models which Investors may be eligible to invest in. Please consult...
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Will I be charged for transferring in?
Investors will not be charged to transfer their ISAs to us in cash, however if...
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Can I invest new money into my ISA?
Only UK Residents are eligible to subscribe new money into an ISA each tax year....
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How do I request a pension transfer?
To start the process of transferring a pension onto the platform, a new business application...
