How do I get a valuation of my investment portfolio? Expand By contacting your consultant or the Client Relationship Team. We can provide a monetary value over the telephone or arrange for an in-depth document to be sent to you, detailing performance and current value, which can be issued via post or secure email.
How long does a withdrawal take? Expand From receipt of completed paperwork, turn-around times can vary from ten working days to three weeks, depending on the type of investment the funds are coming from.
How to update my address/ contact details? Expand In order to change your address we will require original documentation showing your name and new address. For help understanding which documents we can accept, please speak with the Client Relationship Team or your consultant.
Can I withdraw funds from my investments? Expand Yes, please contact your consultant or the Client Relationship Team who will ask a few questions surrounding the withdrawal request. Your consultant will then decide the most tax efficient way to take the withdrawal. During your annual investment review meetings, your consultant will discuss with you income and expenditure, anticipating any future withdrawals and may make a suggestion to set up a regular withdrawal where appropriate.
What is DocuSign and how do I use it? Expand Where paperwork requires a signature, we may use a system called DocuSign, a digital platform that allows you to sign documents without the need to post a physical copy. Ahead of anything being sent to you in this manner, a member of the team will discuss your preferences and explain how to use it. All you need is an email address and a device such as a smartphone or tablet to access the service, allowing you to sign documents electronically. Some investment platforms require a physical signature and as such DocuSign will not be an option in that instance. Should a client not be able to physically sign a document we have alternative solutions available such as phone security questions and similar depending on the circumstance and the requirements from the platform.