Investment Management

A wide range of services where you can choose your level of involvement in managing your investments. You can make all the investment decisions yourself and simply give us your instructions, you can access our expert advice for your portfolio or entrust the decisions to your dedicated investment managers.
‍
As an independent investment manager, not tied to any funds, products or large institutions, we offer you transparency and flexibility to ensure that your objectives are met efficiently and successfully.

Trust application

When completing an Application Form for a Trust, we require the
appropriate FATCA Addendum completed and submitted

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Suspendisse varius enim in eros elementum tristique. Duis cursus, mi quis viverra ornare, eros dolor interdum nulla, ut commodo diam libero vitae erat. Aenean faucibus nibh et justo cursus id rutrum lorem imperdiet. Nunc ut sem vitae risus tristique posuere.

Trust addendums

The three classifications are as follows and have a specific Addendum for each. Click on each link to download the addendum and then scroll down for your product-specific application form.

Trusts - Financial Institutions

Trusts Individual Owners

Trusts - Non-Financial Entity

Trust applications for specific products

UK Defensive Growth Deposit Plan (SAN044) - Trust Application Form

UK 95% Annual Kick-out Plan (MS193) - Trust Application Form

UK & Europe Step Down Kick-out Plan (CA101) - Trust Application Form

UK Step Down Kick-out Plan (CA102) - Trust Application Form

UK & Europe Annual Kick-out Plan (CA103) - Trust Application Form

Japan Annual Kick-out Plan (HS532) - Trust Application Form

Japan Step Down Kick-out Plan (HS533) - Trust Application Form

UK Annual Kick-out Deposit Plan (SAN047) - Trust Application Form

UK 90% Annual Kick-out Deposit Plan (SAN048) - Trust Application Form

UK Fixed Growth Deposit Plan (SAN049) - Trust Application Form

UK Annual Kick-out Plan (HS534) - Trust Application Form

UK Annual Kick-out Plan (HS535) - Trust Application Form

UK Step Down Kick-out Plan (HS538) - Trust Application Form

UK Fixed Income Plan (CT125) - Trust Application Form

UK 95% Annual Kick-out Plan (MS194) - Trust Application Form

UK Growth Deposit Plan (SAN045) - Trust Application Form

UK Step Down Kick-out Plan (HS536) - Trust Application Form

UK Step Down Kick-out Plan (HS537) - Trust Application Form

UK & US Annual Kick-out Plan (MS195) - Trust Application Form

UK & US Step Down Kick-out Plan (MS196) - Trust Application Form

UK Step Down Kick-out Plan (HS539) - Trust Application Form

UK Step Down Kick-out Plan (HS540) - Trust Application Form

UK Step Down Kick-out Plan (HS541) - Trust Application Form

Europe Annual Kick-out Plan (HS542) - Trust Application Form

Europe Step Down Kick-out Plan (HS543) - Trust Application Form

UK Step Down Kick-out Plan (CT126) - Trust Application Form

UK Annual Kick-out Plan (CT127) - Trust Application Form

UK Step Down Kick-out Deposit Plan (SAN046) - Trust Application Form

The UK has in place rules to apply automatic exchange of financial account information under four different regimes.

The United States Foreign Account Tax Compliance Act (FATCA)
Agreements with the Crown Dependencies and Overseas Territories
The OECD Common Reporting Standard
The EU Directive for Administrative Cooperation

Financial Institutions need to collect information from Individuals (natural persons) and Entities (legal persons) for whom they maintain financial accounts. This allows them to determine whether they need to report on the person and the person’s accounts to the local tax authority. For further information, click here for the HMRC ‘Quick Guide’ or refer to the HMRC website.

Investment Management

Trust application

Trust addendums

Trust applications for specific products

About

Products and Services

Legal