Maintain full control of your client relationship

Independent Financial Advisors
Supporting you and your clients
By choosing Kleinwort Hambros, you are able to:
Carefully select only the services which are most relevant to your clients
Draw on our expert Investment managers who have access to extensive research and market opportunities
Benefit from collaborating with a financial institution with over 200 years’ experience of managing wealth
Access full private banking services including specialist lending, cash deposit rates and banking cards

We provide everything you would expect from a modern and innovative private bank.
Our services
Account Opening Documentation
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
- UK Tax Declaration Generic
- IFA tax status certification - individual
- IFA ISA Application form
- IFA Transfer form for Kleinwort Hambros
Trust, Charity or Pension Scheme account opening
- Trust Client Service Questionnaire
- DP Information Sheet
- IFA tax status certification - Entity
- UK Tax Beneficiaries Declaration
- UK Tax Settlors Declaration
- UK Tax UBO Declaration
Company account opening