Our Direct Investment Service is best suited for existing clients with straight-forward portfolios and non-complex personal circumstances, whose investments no longer require on-going financial advice.
What the service offers
- On-going investment management and safe custody of assets without on-going advice or an annual review with a financial planner
- Investment reports
- Annual tax statements
- Dedicated and friendly support team to help with any account queries and to process instructions regarding your account, such as buying and selling holdings, withdrawals and top-ups
- Access to view your portfolio and see how it's performing via the online portal and mobile app
- An online library of required forms available for download
- Regular news articles and research updates via the online client portal and our website
What the service does not offer
- Financial advice regarding any further transactions you make. You are responsible for any investment decisions you make and for the ongoing suitability of your investments for your needs. Of course, if in the future you are unsure what to do, we can arrange one-off advice for you.*
*Fees apply.
Fees
Our tiered pricing scale is as follows;
| Amount invested on our platform* | Annual platform fee |
| Up to £500,000 | 0.25% |
| £500,001 - £1,000,000 | 0.20% |
| £1,000,001 - £1,500,000 | 0.10% |
| Above £1,500,001 | 0% |
*We do not charge a platform fee on cash or fixed term deposits.
Useful forms
|
CBAM6354 Internal Transfer |
Download |
|
CBAM3536 ISA Application |
Download |
|
CBAM3537 Investment Account Application |
Download |
|
CBAM5911 SIPP Contribution |
Download |
|
CBAM5912 APS Allowance |
Download |
|
CBAM2710 Execution only mandate |
Download |
|
Regular Payment request |
Download |
|
CBAM4084 Bank Account Nomination and Evidence |
Download |
|
CBAM1051 Cash withdrawal request |
Download |
|
CBAM4593 Stocks and Shares ISA Transfer Authority |
Download |
|
CBAM140 ISA Transfer Authority |
Download |
|
CBAM4595 Investment Account Transfer Authority |
Download |
|
CBAM4596 SIPP Transfer Authority |
Download |
|
CBAM5808 Internal transfer authority form for personal representatives |
Download |
|
CBAM429 Cash withdrawal request form for personal representatives |
Download |
|
CBAM6365 Close SIPP benefit form |
Download |
How to request online access
To set up online access to view your portfolio 24/7 via our online portal, generate ad-hoc reports and to receive research updates, simply call or email us to provide us with your email address and we'll do the rest. Once you’re set up with online access, you’ll also be able to download our mobile app to view your portfolio on the go.
Should you need one-off financial advice
We understand that things change, so if at any time in the future you would like to speak to one of our financial planners, we can arrange this for you. However, a one-off fee would be charged and we cannot guarantee that this consultation will be with your previous adviser.
Contact us
Did you know we have our own platform where you can transact online?
If you’re confident making your own investment decisions, and taking responsibility for them, our Self-Directed Service is a competitively priced, fully online service which allows you to carry out your own transactions and trades via our online portal, at your own convenience. You will be able to search 1000's of investments, generate ad-hoc reports, see how your portfolio is performing, and have access to a wealth of research and support material.
Our platform fees start as low as 0.25% and reduce based on the amount invested. This service is supported by our friendly Investor Support Team who are on hand to offer support via email or telephone.
You’ll need an email address to sign up for this service and our team can check whether your investments are eligible to be held on a self-directed basis.
