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

  • Managed Savings Account or Managed Pension Account (MSPA) application form for the Individual investor

    Please use this application form for individual investors wishing to invest in the Managed Savings Account or the Managed Pension Account.

    Download
  • Guidance Notes - MSPA for the individual investor

    These guidace notes are to be used alongside the application form for individal investors wishing to invest in the Managed Savings Account or the Managed Pension Account.

    Download
  • Tax Declaration and Self Certification for individual investors

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

    Download
  • Tax Declaration and Self Certification for corporate and trustee investors

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

    Download

Financial Adviser Verification

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