Document directory

Complete this form to request a new asset to be included in the Novia Global investment universe.

Use this form to update the details of the servicing adviser.

This form is used to request a Recurring Switch on a Novia Global product.

This form can be used to apply rebalancing for the first time, change an existing rebalancing instruction or apply rebalancing where rebalancing has been switched off.

This document helps to collate the information required when registering a new SIPP client onto the platform.

This document helps to collate the information required when registering a new ISA client onto the platform

When advising clients, financial intermediaries need to consider the risks to their client’s money (cash and cash deposits) and assets (eg: funds, stocks and shares). This document considers the risks that clients face when investing through the Novia Global Wealth Management Service and how these are minimised or mitigated.

Confirmation of our bank account details across the various currencies.

This document helps collate the information required when registering a new client onto the platform.

This document helps to collate the information required when registering a new SIPP client onto the platform.

This document helps to collate the information required when registering a new Company client onto the platform

This document helps to collate the information required when registering a new ISA client onto the platform

This document helps collate the information required when registering a new trust client onto the platform

A breakdown of our signature requirements, including which forms can be e-signed, and which must be wet signed.

Further information on the Novia Global platform.

The Novia Global client portal allows clients to track all of the investments they hold on the Novia Global Platform. The guide provides an overview of the functionality available.

As a consumer, it is important to regularly assess the fair value of these products and services to ensure that they are reasonable and provide value for money, so the purpose of this document is to provide you with the information to help you do that.

This document outlines the target market for our GIA product.

This document outlines the target market for our UK SIPP product.

This document outlines the target market for our ISA product.