Guidance for clients on logging into the platform and how to navigate the Client Portal.
Step-by-step guidance for submitting anti-money laundering documentation.
Helpful documents and downloadable links to all of our key policies, including Interest, Best Execution, Privacy and how to complain.
We’ve pulled together the most common platform processes with quick links to guides, forms and the necessary documentation to help you get started fast.
Get quick help with client setup and verification requirements as well as our e-signature guidelines.
Support for client maintenance, reporting and some of our most common processes.
Support on trading, buying and selling, rebalancing and adding new assets.
Help with our bank details, SIPP & ISA transfers and making regular contributions.
Guidance on processing withdrawals, submitting drawdown requests and transfers out.
All of the key platform documentation including our latest terms and conditions and key features.
Find support for the Consumer Duty with our target market statements for each product and fair value assessments.
Got any queries about our smart investment management platform? Here are the best ways to get in touch with us.
Detailed information on the Novia Global platform, including how we are regulated and how we protect client money.
Tell us who your client would like their GIA, ISA or SIPP benefits to go to.
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