Document Centre

Click on the links below to download our forms, terms and other important information in PDF format. If you can't find what you're looking for, give us a call on 020 7397 2580 and we'll be happy to send you the documents you need.

Discretionary Management Services

pdfTerms & Conditions
pdfApplication Form

Self-Select Stocks & Shares ISA

pdfTerms & Conditions
pdfApplication Form
pdfTransfer Form
pdfIFA Application Form
pdfIFA Transfer Form

4thekids Ethical CTF Discretionary Management Service

pdfTerms & Conditions
pdfApplication Form

4thekids Ethical JISA Discretionary Management Service

pdfTerms & Conditions
pdfApplication Form

4thekids Self-Select CTF

pdfTerms & Conditions
pdfApplication Form
pdfTransfer Form

4thekids Self-Select JISA

pdfTerms & Conditions
pdfApplication Form
pdfTransfer Form

Personal Share Dealing Accounts

pdfTerms & Conditions
pdfApplication Form
pdfTransfer Form

Self-Invested Personal Pensions

pdfTerms & Conditions
pdfApplication Form

Important Information