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
Related content
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.