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Account dealing

Here we explain different ways you can transact on behalf of your clients – whether it's investing a lump sum, opting for phased investments, creating a Regular Savings Plan or switching from one investment to another. You’ll also find information on using our model portfolio service here.

Application forms

While the vast majority of transactions and processes are online only, some still require a completed form. Here you’ll find forms for those that cannot be performed online.

Anti-money laundering (AML) procedures

A run through of our procedures, including answers to commonly-asked questions. You’ll also find details of the documents we accept as proof of ID.

Phasing is available across our range of ISAs and Investment Accounts (including Junior ISAs and Joint Investment Accounts). It is a useful way to secure a tax-efficient ISA and/or Junior ISA allowance, for example, without immediately committing the whole amount to an investment. You can also use phasing to achieve an average price for an investment over a number of months, known as pound-cost-averaging.

Frequently asked questions

How does phasing work? What are the options?
Is interest paid on phased cash?
How do I amend a phasing instruction?
Can I cancel a phasing arrangement?
How can I make additional phased investments to an account?
How does phasing take account of adviser fees?
Can I set up a phased instruction for money already held in cash within the account?

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About our ISA

Investing for growth, income or a combination of the two, our ISA options can help meet your clients' saving objectives.

About our Investment Account

For investors who require the option of investing outside of a pension and an ISA.