Modular iPlan
iSIPP
Wrap
IPS
Partnership SIPP
Private Client SIPP
SSAS

 

Wrap IP
Wrap ISA
Wrap SIPP
Wrap Offshore Bond

 

Our most popular Wrap Investment Portfolio documents

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Wrap
Charges Schedule

A table of our charges for administering the product.

 

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Investment Manager/Stockbroker Appointment Form

For setting up an investment manager/ stockbroker account within the product (other than EQi).

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Instruction to Trade
Form

To buy, sell or switch investments that are not held with an investment manager/stockbroker or within the Investment Centre.

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Regular Withdrawal Request Form

For setting up regular withdrawals from your product to a personal bank account in your name.

Product information

blue literature iconWrap Terms and Conditions

blue literature iconWrap Key Features

blue literature iconWrap Charges Schedule

blue literature iconWrap Investment Portfolio Permitted Investments List

blue literature iconWrap Technical Guide

blue literature iconWrap Non-Personal Client Terms and Conditions

Charges

blue literature iconWrap Charges Schedule

blue literature iconWrap Adviser Charges Form

Making an application

blue literature iconWrap Application Form

blue literature iconWrap Application Form for Limited Companies

blue literature iconWrap Application Form for Trusts

blue literature iconAppointment of Financial Adviser Form

blue literature iconInternal Switch Request from Wrap to Modular iPlan

blue literature iconPower of Attorney Registration Form

Moving money and investments in

blue literature iconRequest to Re-register Investments into a Wrap Investment Portfolio

blue literature iconStock Transfer Instruction between Wrap Investment Portfolio Accounts

blue literature iconDirect Debit Form

Investing within the Investment Centre

blue literature iconInvestment Centre Buy Form

blue literature iconInvestment Centre Regular Buy Form

blue literature iconInvestment Centre Switch Form

blue literature iconInvestment Centre Sell Form

blue literature iconInvestment Centre Regular Sell Form

blue literature iconInvestment Centre Key Features Guide

blue literature iconWrap Investment Centre Funds List

blue literature iconManaged Portfolio Panel Terms and Conditions

Investing directly

blue literature iconInstruction to Trade Form

blue literature iconInvestment Manager/Stockbroker Appointment Form

Investing with EQi (formerly Selftrade)

blue literature iconEQi Terms & Conditions

blue literature iconEQi Account Application Form for Wrap

blue literature iconEQi Charges Schedule for Wrap

blue literature iconEQi Permitted Investments and Service Charter

blue literature iconEQi Investment Risk Warnings

blue literature iconEQi Order Execution Policy

blue literature iconEQi Third Party Authorisation Form

Taking money out

blue literature iconRegular Withdrawal Request Form

General guides and policies

blue literature iconOrder Transmission Policy

blue literature iconHow your Money and Investments are held within James Hay Products

blue literature iconGuide to Investment Risk

blue literature iconOur Experience Commitment

blue literature iconConflicts of Interest Policy

blue literature iconGuide to our Complaint Procedure

Wrap Trust literature

blue literature iconWrap Loan Trust

blue literature iconWrap Bare Probate Trust

blue literature iconWrap Gift Trust

blue literature iconWrap Discounted Gift Trust

blue literature iconDeed of Appointment of a Share to/Revocation of a Share of a Beneficiary in a Flexible or Discretionary Trust

All our guides are available in Braille, large print or as an audio version. To find out more, call us on 03455 212 414 (or via the Typetalk service on 18001 03455 212 414).