What type of accounts do you offer?

We offer a range of accounts to suit novice investors through to experienced professionals and companies:

How do I open an account?

To open one of our accounts now, please click here to be taken to the Products & Services section of our website from where you will be directed to the relevant online application form.

What forms of identification will I require in order to open an account?

To see a full list of acceptable identify verification documentation, please click here.

How do I change the registered bank details on my account?

Due to money laundering regulations, we are required to request proof when receiving a request to change bank details. You must provide a bank statement for the account, which must be an original or certified copy and dated within the last three months. For information of whom can certify, please click here.

How do I change the registered postal address on my account?

Due to money laundering regulations, in order to update your address details, we require you to post to us 2 forms of identification as proof of address. Along with a bank statement, we need one of the following forms which need to be an original, or certified copy and dated within the last three months: (for information of whom can certify, please click here)

  • Council tax demand letter or statement
  • Credit/debit card statements, issued by a regulated Financial Services firm in the EU or comparable jurisdiction
  • Utility or phone bills instrument or a court appointment (such as a grant of probate)
  • Local council rent card or tenancy agreement

Please address this to 'Client Services' and include a covering letter.

Can I arrange for a third party to have authorisation to manage my account?

Yes. To arrange for a third party to have control over your account, please complete and return our Third Party Authorisation Form.

Do you charge any annual fees?

We do not charge an annual management fee for our Online or Advisory Share Dealing accounts. We charge you commission only when you trade on these accounts.