Home > Self Select Portfolio > About Self Select Portfolio > Important information > Key documents and terms
banners 06

Self Select Portfolio

Key documents and terms

The key documents and terms are provided below for your consideration. You must read all the relevant documents before opening an account. If you have any questions or queries, please email us

Terms and conditions

Self Select Service Terms and Conditions

SIPP Terms and Conditions

Key Features Documents

Key Features Document - Portfolio Investment Account (including Portfolio Joint Investment Account)

Key Features Document - Portfolio Stocks & Shares ISA Account

Key Features Document - Portfolio Stocks & Shares Junior ISA Account

Key Features Document - Self Invested Personal Pension (SIPP)

Charges

Our Charges Schedule

SIPP Fee Schedule

Transfer forms

Nominee Transfer Authority Form

NISA Transfer Authority Form

JISA Transfer Authroity Form

CTF Transfer Authority Form

Useful forms

Change of Personal Details

Change of Portfolio Form

Cash Withdrawal Form - Portfolio Investment Account

Cash Withdrawal Form - Portfolio Joint Investment Account

Cash Withdrawal Form - Portfolio Stocks & Shares ISA Account

Account Closure Form

Other key documents

Ethical Investment Policy Statement

Conflicts of Interest Policy

Minimum account opening and cash requirements

The minimum amount needed to open an account and the minimum ongoing cash requirements are as follows:

Account type

Minimum amount needed to open account

Ongoing minimum cash requirement*

Portfolio Investment Account        

 

£2,500 OR

£1,000 plus £100 per month

5% of portfolio value

Portfolio Joint Investment Account 

 

£2,500 OR

£1,000 plus £100 per month

5% of portfolio value

Portfolio Stocks & Shares ISA Account

£2,500 OR

£1,000 plus £100 per month 

5% of portfolio value

Portfolio Stocks & Shares Junior ISA Account

£2,500 OR

£1,000 plus £100 per month

5% of portfolio value

Portfolio SIPP Account

£5,000 OR

£3,000 plus £100 per month 

5% of portfolio value

*Once your account is opened, you are required to maintain the minimum cash requirements to pay our agreed charges as and when they arise.

  ...Stay connected