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Information only advisers

Information on clients' accounts for professional parties who do not manage the account on our platform.

What client information will you provide if I register for information-only rights with you? 

It is our policy to issue a current Statement and Valuation dating back to inception, as this will provide answers to most of the information you require. 

Please note that we will apply an Information Only LOA indefinitely until we are instructed at a future date to remove it. To answer any other questions, you should find everything you are looking for below.

If you would like to send the Letter of Authority, please post this to:

PO Box 391
KT20 9FU

Alternatively, you can use our Upload and Send Documents function to send us the form.

Account information
Procedural information