Request Funds Management Service brochure
Please provide your details and we will send you our Funds Management Service brochure, which includes an ‘Investment Application form’ and a copy of our Quarterly Investment Report.
We will require you to provide proof of identity when you establish investments with us.
Investments must be made with us by cheque, direct credit, or through transferring funds from an existing estate that is being administered by us. We do not accept cash deposits.