Charteris - Treasury Portfolio Managers Limited
Naas Office

Open an Account

Charteris can be appointed to manage your money in many different capacities. PDF's can be downloaded below.

Our discretionary service allows clients from both the UK and Ireland to delegate the day-to-day management of your portfolio to Charteris’ professional investment managers.

For our Irish client base, these are the forms that need to be completed and signed.

IMA (Investment Management Agreement) form (PDF Ireland)

Charteris w8Ben application form (PDF)

Anti-Money Laundering document (PDF)


Personal Pensions - SIPPs & SSAS

For Northern Irish Clients, products such as ISA's, SIPPs and SSAS are applicable. Your personal Self-Invested Pension Plan (SIPP) can be managed by Charteris offering a great tax efficient way to save for your retirement.

For the directors of small/medium sized companies the tax-efficiency and flexibility of a Small Self-Administered Scheme (SSAS) make it an obvious first choice for retirement planning. The IMA document allows you the freedom to download, fill in the details, send your existing SIPP provider that you wish Charteris to manage your SIPP.

UK - SIPP Application form IMA (Investment Management Agreement) (PDF)

Charteris have negotiated a deal with Pension administrator Liberty (www.libertypensions.com) to provide Charteris clients with a £95+VAT a year annual charge versus the normal Liberty charge of £150. This is in the form of a direct application by the client to the SIPP administrator and Charteris is not giving any pension advice as to the suitability of this offering. To take advantage of this, select the PDF form below with Liberty's information already filled out for your convenience.

UK Charteris Liberty SIPP Application form (Investment Management Agreement) (PDF)

UK - Liberty Option SIPP Application form (PDF)

UK - Liberty SIPP Fee Schedule (PDF)


ISAs

A Charteris Individual Savings Account (ISA) allows UK clients to put a maximum of £20,000 per annum (for 2017/18) into an ISA and any returns you make from investments is free of tax. Either open a new account or switch your existing one to Charteris.

Charteris UK ISA Application form (PDF)

Charteris UK ISA Transfer form (PDF)

Charteris UK Junior ISA Application form (PDF)

We can also manage AIM portfolios.