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| Option 1 - Change of Agency | ||
Under this option your investments stay exactly as they are now. You will continue to receive statements on the same dates each year and you will not notice any difference at all except for us sending you a payment each year for your share of the trail commission! This option is suitable for your existing ISAs, PEPs, Unit Trusts, OEICs, investment bonds that pay trail commission and existing fund platform services such as Cofunds and FundsNetwork. |
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How to join the service |
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| In joining our services you are deemed to have accepted our terms and conditions. All you need to do is supply us with 2 documents which you can print below: 1. A 'change of agency' letter for each investment provider authorising us to become agents for your plans. 2. Our 'existing investments service application form' 3. Please post these forms to us. We will acknowledge receipt in writing and then contact you each year with details of the payment made to your bank. |
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| 1. Print 'Change of Agency' forms Please print one for each product provider:  Download as pdf file Download as word document |
2. Print our application form Please print one and fully complete: Download as pdf file Download as word document |
3. Post the forms to: |
| If you have any queries please contact us on 0800 970 0457 or email. Back to previous page |
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