Appointing us as agent explained
If you hold existing investments, you will have either purchased them directly from the investment company or via an intermediary or agent like ourselves. Either way, once you’ve made your investments, you have the choice to either stick with the original provider/agent or to appoint a new agent to act as a ‘servicing agent’ for those investments.
Appointing us as your agent is simple. There’s no cost, no catch, no obligation and no risk and your investments are not affected in any way. All you need to do is complete a short form instructing the investment company to appoint us as your agent and send it to us. We then process that instruction, and assuming your investments pay renewal commission, we will offer you a combination of a one-off cash rebate and services which include free fund monitoring and valuation reports sent to you on a regular six-monthly basis.
Your investments will always be held with the relevant provider and never by us as we do not handle clients' money.
In the event that you no longer require our services, you are free to transfer away from us at any time.
For a full list of benefits you will receive for appointing us as agent, please click here.