Becoming a client
You and your circumstances are unique – that is why we need to get to know you. Becoming a client is simple and we will guide you through the process.What to expect?
1. An initial discussion
To trust us with something as important as your charity’s investments, you need to know us. We will arrange a meeting to discuss in more detail:
- Your charity’s objectives and attitude to risk
- Our investment strategies, fees and charges
- Any issues or other objectives that you might like to raise
2. Investment proposal
With a thorough understanding of your charity’s objectives, your Investment Manager will send you a tailored proposal of the investments they think match your attitude to risk and objectives
3. Signing up
If you decide you would like to invest with us, our team are on hand to answer any questions you may have and help you through our application and transition process.
Would you like to speak to one of our charity experts?
Contact us by submitting the online form and one of the team will get in touch.
