You can apply for a Modular iPlan by registering for James Hay Online, giving you flexible access to securely manage all your investments, in one place.

With a James Hay Online account you can:

 apply to set up new products, using a digital signature to save time

buy, sell or switch investments in the James Hay Investment Centre 

 monitor your investments with valuation reports to help you stay in control of your investment goals

 amend the level and frequency of income payments or make ad-hoc payments online

complete a product illustration to confirm you are happy with what a product could potentially provide and the impact of charges

 use our online investment tools and access the latest fund research

 view your latest messages from James Hay and contact us by secure messaging.

With James Hay Online, you can apply for the Modular iSIPP, Modular ISA and Modular GIA.


Please note: you must have a Modular iSIPP in place before you can apply for a Modular ISA or Modular GIA.

If you already hold a Modular iSIPP and want to apply for the Modular GIA or ISA, you can either log in to your James Hay Online account or if you haven’t yet registered, you can enter your member number when you set up a James Hay Online account to access your existing information.

If you are looking to transfer your investments to James Hay, we recommend you read our guide to transfers in here .