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
OverviewAccount opening
Here you’ll find all you need to know about opening new accounts on behalf of clients. We also run through the checks that need to be made in order to verify a client’s identity.
Account opening journeys are mostly online through Client Management and can be accessed through ‘Open new account’ within ‘Client summary’. The exceptions to this are:
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Client information checklist
When you prepare an illustration, our contains all the information we require about your client and the proposed investment. The checklist also contains space for your client's signature – it can be used as a record of the client's agreement to the investment. Please remember that the checklist is not an application form and you don't need to send it to us.
Useful links
Adviser fees service
How to set up and manage your fee arrangements with your clients through our flexible and convenient service.
Reporting services
The online reports we offer give you easy access to a comprehensive range of information on clients and accounts.