Independent Financial Advisers

• Growth - Q1 2020.pdf
• Conservative - Q1 2020.pdf
• Balanced - Q1 2020.pdf
• Growth and Income - Q1 2020.pdf
• Income - Q1 2020.pdf
• Equity - Q1 2020.pdf

Documents for intermediaries

• Financial intermediaries terms of business and application form
• Discretionary portfolio service for intermediary advised clients
• Financial Intermediaries Questionnaire Interactive 
   

Individual/Joint account opening

• Private Client Services Questionnaire
• DP Information Sheet
• W8BEN
• UK Tax Declaration Generic
• IFA tax status certification - individual
• IFA ISA Application form
• IFA ISA authority form for ISA provider
• IFA Transfer form for Kleinwort Hambros
• Application and Mandate for Banking Services – individual

Trust, Charity or Pension Scheme account opening

• Trust Client Service Questionnaire
• DP Information Sheet
• IFA W-8BENE
• IFA tax status certification - Entity
• UK Tax Beneficiaries Declaration
• UK Tax Settlors Declaration
• UK Tax UBO Declaration
• Application and Mandate for Banking Services – Trust

Company account opening

• Company Client Service Questionnaire
• DP Information Sheet
• IFA W-8BENE
• UK Tax Declaration