So glad you asked! Opening an account is really easy and can be done in a few short steps:
- First, complete the online application. From our homepage, click “Get Started” and follow the prompts. You'll give us some basic information, answer a few questions about your investment objectives and previous investment experience
- Suitability: We'll assess your information and provide a personalised investment recommendation to you.
- If it feels right, you'll agree and confirm the legal bits including an Investment Management Agreement. If you want to talk to us first, please give us a call! We'd love to chat.
- You'll then decide what kind of accounts you want to open, and how and when you want to fund the accounts, either by a debit card payment, direct debit, bank transfer or transfer from another account.
- That's it! Your account should be up and running within a couple business days.
If you get stuck and need a little help, please give our Relationship Management team a call on 0800 808 5653 or email us at firstname.lastname@example.org