How to apply

Our Managed Portfolio Service in global equities is designed for Eligible Investors (with previous experience of financial products) or Wholesale Investors. Investing with us is straightforward and comprises the following steps:

  • Complete the Investor Declaration to check whether you qualify as an Eligible Investor or a Wholesale Investor and email us a signed copy at
  • If you qualify, 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.

We cap the number of new accounts to maximise service to our existing clients. Should we currently not have a space available, we will add you to our waiting list.

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