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Wrap literature

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Please note: A regulated Financial Adviser must be appointed at all times on the James Hay Wrap


Product

  Wrap and Investment Portfolio Application Form   File size: 890.02 KB
  Wrap Brochure including Terms & Conditions   File size: 1.74 MB
  Wrap Application Form for Limited Companies   File size: 697.98 KB
  Wrap Non-Personal Client Terms and Conditions   File size: 579.59 KB
  Wrap Key Features   File size: 678.22 KB
  Wrap Portfolio Charges   File size: 127.85 KB
  Wrap Technical Product Guide   File size: 410.9 KB
  James Hay Wrap - Pillar 3 Disclosure document   File size: 91.85 KB

Wrap Investment Portfolio

  Wrap and Investment Portfolio Permitted Investments List   File size: 149.05 KB
  Request to Re-register Investments   File size: 164.94 KB
  Investment Portfolio and ISA Direct Debit Form   File size: 163.12 KB
  Regular Withdrawals Request Form   File size: 161.9 KB

Wrap SIPP

  Wrap SIPP Application Form   File size: 901.68 KB
  Wrap SIPP Permitted Investments List   File size: 132.86 KB

Wrap ISA

  Wrap Cash ISA Application Form   File size: 688.25 KB
  Wrap ISA Permitted Investments List   File size: 194.98 KB
  Wrap ISA Transfer Request Form   File size: 560.43 KB
  Investment Portfolio and ISA Direct Debit Form   File size: 163.12 KB
  Regular Withdrawals Request Form   File size: 161.9 KB
  Wrap Stocks and Shares ISA Application Form   File size: 701.18 KB

Wrap Offshore Bond

  Wrap Offshore Bond Application Form   File size: 332.57 KB
  Wrap Offshore Bond Terms and Conditions   File size: 175.53 KB
  Wrap Offshore Bond Key Features   File size: 758.69 KB
  Wrap Offshore Bond Permitted Investments List   File size: 145.73 KB
  Withdrawal Request Form   File size: 171.17 KB
  Cashing in your Bond request   File size: 155.77 KB
  Additional Investments Application Form   File size: 287.83 KB
  Wrap Offshore Bond Application Form for Corporate Entities   File size: 391.2 KB
  Wrap Offshore Bond Application Form for Trusts   File size: 522.9 KB

Wrap Protected Rights


Wrap Trust Literature

  Wrap & Abbey Sharedealing Application Form for Trusts   File size: 497.73 KB
  Wrap Estate Planning Trust   File size: 197.79 KB
  Wrap Gift Trust   File size: 196.29 KB
  Wrap Loan Trust   File size: 204.33 KB
  Wrap Probate Trust   File size: 177.21 KB
  Deed of Assignment   File size: 180.62 KB

Abbey Sharedealing


Benefits, Transfers & Contributions

  Benefit Payment Form   File size: 653.73 KB
  Expression of Wish   File size: 552.6 KB
  Revised SIPP Income Instruction Form   File size: 579.93 KB
  Supplementary Contribution Application Form   File size: 728.97 KB
  Annuity Open Market Option Request   File size: 615.51 KB
  Transfer Form   File size: 617.64 KB
  A guide to changes in pension legislation from April 2011   File size: 650.4 KB
  Flexible Drawdown Factsheet and Member Declaration   File size: 214.53 KB
  SIPP In-Specie Transfer Form   File size: 555.98 KB
  SIPP Contribution by Transfer of Shares   File size: 540.42 KB

Commercial Property

  SIPP Composite Panels Questionnaire   File size: 182.66 KB
  SIPP Commercial Property Questionnaire   File size: 697.6 KB
  SIPP Property Observation Checklist   File size: 291.47 KB
  Commercial Property Purchase Guide   File size: 762.06 KB
  Property Return form   File size: 580.23 KB
  Commercial Property Buy-Out Guide   File size: 740.08 KB
  Commercial Property Disposals Guide   File size: 744.03 KB
  SIPP Commercial Property Transaction Fees   File size: 217.76 KB

Adviser


Investment

  Non Investment Centre Funds Instruction to Sell Funds and Buy Investment Centre Funds   File size: 576.81 KB
  Investment Manager Appointment Form   File size: 577.71 KB
  Derivative Broker Panel List   File size: 33.44 KB
  Derivative Broker Panel List   File size: 33.44 KB
  Order Transmission Policy   File size: 543.64 KB
  Appropriateness Test   File size: 579.61 KB
  Instruction to Trade form   File size: 785.66 KB

Investment Centre

  Wrap Investment Centre Funds List   File size: 487.48 KB
  Investment Centre Buy Form   File size: 552.84 KB
  Investment Centre Sell Form   File size: 162.12 KB
  Investment Centre Switch Form   File size: 554.55 KB
  Investment Centre Key Features   File size: 102.46 KB
  Order Transmission Policy   File size: 543.64 KB

General

  By-Pass Trust   File size: 179.65 KB
  Conflicts of Interest Policy   File size: 512.56 KB
  A Guide to our Complaints Procedure   File size: 144.06 KB
  Appointment of Financial Adviser and Adviser fee payments form   File size: 789.95 KB
  Power of Attorney Application Form   File size: 582.59 KB
  Our Service Commitment   File size: 570.46 KB
  Granting a Third Party Authority Form   File size: 764.37 KB

Cash Panel


Copyright © 2012 IFG Group Plc

Please see our Legal section for full details of each company within the James Hay Partnership and its regulatory status.