Key product information

Further information on the Novia Global 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.

Further information on the Novia Global platform.

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 Company 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 ISA client onto the platform