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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

Key Features Documents

Charges

Transfer forms

Useful forms

Other key documents

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.


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