Your account terms and portfolio charges may be different depending on when you purchased your initial investment, and whether or not you received personalised advice. Select an option below to access your account documents.

Contact us

Make an appointment

Use our online booking form to request an appointment with a Financial Planning Manager.

Contact us

Give us a call

If you can't find what you need on this page or in the FAQs, call us on 0800 30 20 11 and we'll be happy to help.

the value of your investment can go down as well as up so you may get back less than you originally invested