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Managing Your Account

Settlement by BACS Form(0.06 MB)
Settlement by BACS is a quick and efficient way of receiving funds.
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Investment Club Agreement Form(0.14 MB)
This form is required to complete the opening of your execution-only stockbroking portfolio.
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Investment Management Terms of Business(0.29 MB)
Investment Management Terms of Business
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Nominee Agreement Form for a Stockbroking Portfolio(0.07 MB)
The Nominee Portfolio Agreement Form allows you to sign up to our Nominee Service which takes away the hassles and headaches of paperwork associated with the buying and selling of shares.
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Stockbroking and Dealing with Advice Terms of Business(0.28 MB)
Stockbroking and Dealing with Advice Terms of Business
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Portfolio Authorisation Form(0.06 MB)
This form enables you, as our client, to agree to be bound by instructions given in your name by another, named individual.
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Complaints Handling Procedure(0.05 MB)
Details of our complaints procedure.
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Complex Instruments Appropriateness Assessment(0.13 MB)
This form is for those dealing with complex instruments including warrants and other derivatives.
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Probate Valuation Form(0.07 MB)
Form for our probate valuation service.
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Probate: Winding Up a Redmayne Bentley Portfolio(0.11 MB)
To administer a Redmayne Bentley portfolio for the purpose of winding up an estate.
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CREST Transfer Form(0.06 MB)
Used only for a transfer of a certificated unit of a security to a CREST member to be held by a CREST member in uncertificated form.
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How to Complete: CREST Transfer Form(0.18 MB)
A guide to completing your CREST Transfer Form
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Stock Transfer Form(0.03 MB)
Use the Stock Transfer Form to transfer stocks, shares or other securities.
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How to Complete: Stock Transfer Form(0.17 MB)
A guide to completing your Stock Transfer Form
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