Investment Application Forms

Please see the below table for guidance on which application forms are required for each application type. You will need to complete and provide the forms detailed below for both your account type and your client type.

1. What type of account are you opening? 

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2. What type of applicant is the account for?

You can find these application forms in our Resource areas for Investment Platform or Investment Management.

For enquiries relating to relevant tariff sheets, please contact your local Business Development team.