Phone: 0345 272 0089
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Lines open: Monday to Friday 9am to 5:30pm
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The 2014/2015 tax year ends on 5 April 2015. To allow us to process transactions before this date, please ensure postal applications reach us by 8.00 am on 1 April 2015 for Unit Trust/OEIC to ISA Switches, and 8.00 am on 4 April 2015 for Lump Sums. Online Lump Sum applications must be completed by 11.30 pm on 5 April 2015.
The features and benefits of the secure Investor Portfolio Service (IPS) are only available to customers who have registered to use the service. Why not follow the instructions below and register today to take advantage?
Please click on the 'Register' button on the right hand box below, complete the details required then look out for your temporary password arriving through the post.
Simply enter your client reference number, date of birth and the temporary password you received through the post in the 'Customer log in' area below, then follow the on screen instructions. Please note that your client reference number can be found on your statement or policy documentation and starts '50'.
Simply log on by completing the details in the 'Customer log in' area, then press the 'Log in' button.
By registering for the secure Investor Portfolio Service (IPS) you can:
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