ISA
Pension
Investment Account
Cash, Corporate & Trust and Bonds
Cash, Corporate & Trust and Bonds
Cash Trust, Pension Trustee and Company Account Canada Life Intl. Bond Utmost offshore bonds
Overview
Client Administration
Here we answer all your questions relating to administrative tasks that are commonly completed on our platform. We also cover the required procedures following the death of a client.
Help topics
You can also search for help topics using the tool in the top right-hand corner of this page.
Account opening
How to open client accounts along with our account opening checklist.
Re-registration & transfers
Information on how to move accounts and assets from other providers to our platform, including direct share transfers.
Account dealing
Support for account dealing transactions, such as lump sum investments and top ups, regular savings plans, phasing and switching.
Withdrawals and account closing
Managing dividends and income distributions, our Regular Withdrawal Plan and pension withdrawals (tax-free cash, drawdown & UFPLS).
Amending client details
How to amend client information, such as their name, address and bank account details.
Death procedures and POA
Information on administering an account following the death of a client. We also cover Power of Attorney, Expression of Wish and ISA inheritance.