Wholesale Investment Management Account

How to apply

Our Managed portfolio service in global equities is designed for investors with some experience of financial products. It is a more exclusive investment service and not available to general retail investors. The minimum investment amount is $20,000. Investing with us is very straightforward and comprises the following steps:

  • Complete the Investor Declaration to register that you are an Eligible Investor or a Wholesale Investor and email us a signed copy at care@vistafolio.com
  • We will then send you an Investment Proposal and Client Agreement containing the registration information needed to commence our investing service.
  • When you have signed this, you will receive an invitation from our broker and custodian to complete an electronic application to set up your brokerage account.
  • Once your account is approved, load your account with funds from any bank account so we may commence investing.

Call us on 0800 113 680 or email care@vistafolio.com if you have any questions or would like us to help you complete the form.

Subscribe to our newsletters

Thanks for joining