FOR FINANCIAL ADVISERS ONLY
FOR FINANCIAL ADVISERS ONLY
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APPLICATIONS AND GUIDANCE NOTES

  • Managed Capital Account application form - life assurance

    Please use this application form for individual investors wishing to invest in the Managed Capital  Account. This is the life assurance version of the application form.

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  • Managed Capital Account application form - redemption version

    Please use this application form for individual investors wishing to invest in the Managed Capital  Account. This is the redemption version of the application form.

    Please note that you will also need to fill out the Tax Declaration and Self Certification document. Click here for individual investors.

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  • Guidance Notes - Managed Capital Account - redemption version

    Guidance notes to accompany the application form. Please use these guidance notes for individual investors investing in the redemption version of the MCA.

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  • Tax Declaration and Self Certification for individual investors

    Please use this form to confirm your clients country of residence for taxation. 

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  • Tax Declaration and Self Certification for corporate and trustee investors

    Please use this form to confirm the tax status for Trustee and Corporate applicants. 

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  • Guidance Notes - Managed Capital Account - life assurance version

    Guidance notes to accompany the application form. Please use these guidance notes for individual investors investing in the life assurance version of the MCA.

    Download

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