Modular iPlan
iSIPP
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IPS
Partnership SIPP
Private Client SIPP
SSAS

 

Wrap IP
Wrap ISA
Wrap SIPP
Wrap Offshore Bond

 

Our most popular Wrap ISA documents

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Wrap Charges Schedule

A table of our charges for administering the product.

 

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Wrap Adviser Charges Form

To authorise the payment of charges to your appointed financial adviser.

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ISA Subscription Form

For the payment of money into your ISA, on a single or regular basis.

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ISA Transfer Request Form

For the transfer of money or assets into your James Hay ISA from another ISA provider.

Product information

blue literature iconWrap Terms and Conditions

blue literature iconWrap Key Features

blue literature iconWrap Charges Schedule

blue literature iconWrap ISA 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 ISA Application Form

blue literature iconAppointment of Financial Adviser Form

blue literature iconPower of Attorney Registration Form

Moving money and investments in

blue literature iconISA Subscription Form

blue literature iconISA Subscription Amendment Form

blue literature iconDirect Debit Form

blue literature iconISA Transfer Request 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 iconWrap Investment Centre Funds List

blue literature iconInvestment Centre Key Features Guide

blue literature iconManaged Portfolio Panel Terms and Conditions

Investing directly

blue literature iconInstruction to Trade 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 iconConflicts of Interest Policy

blue literature iconGuide to our Complaint Procedure

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).