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
Investment Account help
Find out all you need to know about our Investment Account, such as charges and how to complete common administrative tasks on our platform.
Investment Account topics
You can also search for help topics using the tool in the top right-hand corner of this page.
About our Investment Account
The features of our Investment Account, including charges, and setting up and administering Trust, Pension Trustee and Company accounts
Account opening
How to open client accounts, along with our account opening checklist. We also cover here the procedures relating to anti-money laundering regulations.
Re-registration & transfers
In this section you can find information on how to move Investment Accounts and assets, including making direct share transfers, from other providers.
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
Information on managing dividends and income distributions and our Regular Withdrawal Plan. We also answer questions relating to closing an account.