You can register new clients and upload supporting documentation through our online application tool. Client documentation (including application summary, payment instruction and charging schedule) will generate automatically and can be found in Document Library.

If an asset is not on the “Investment List”, we will be happy to try and add it to the platform, however, some restrictions do apply. Please complete the “Asset Request Form” which is available to download from the secure literature library

Our “Investments List” which is available to view through your secure login will provide information on all of the assets that are available to you.

Yes, a minimum of 2% must be kept in the cash account to cover fees such as adviser and platform charges.

Trades are submitted by our dealing team to BNY Mellon’s Pershing Securities International Limited, a regulated MiFID investment firm with an EU-wide license, which executes trades under its Best Execution Policy

No, we do not offer live market trading. Asset pricing is based on the latest available value at the time of execution. Some assets may be priced on a weekly or monthly basis.

Yes, the daily trade cut-off times are at 8:30, 10:30, and 14:00 (UK time)

There is no investment minimum on platform for initial or top up deposits

The Service reports and facilitates investment in US Dollars (USD), Sterling (GBP), Euros (EUR), Swiss Franc (CHF), Australian Dollars (AUD), and Hong Kong Dollars (HKD).

Yes, the investment options that we make available must be approved by the platform and must align with MiFID II standards.