Open an account

We offer fully discretionary wealth management services, and our sole aim is
to care for, preserve, and grow our clients’ wealth over the long term.

Open an Account with Charteris

Charteris provides investment management services through various products. On this page you can find all the documents for new Discretionary Investment Management, Personal Pensions (SIPPs), Charities, Trusts, IHT, family offices and ISA/JISA clients or look to transfer your existing account to Charteris. Please download and complete the relevant forms as advised by the team at Charteris, fill them out and return to us by post at:

Charteris Treasury Portfolio Managers,
Suite 3.03, Part 3rd Floor,
One Croydon, 12-16 Addiscombe Road, CR0 0XT
info@charteris.co.uk

Private client wealth Management

Our discretionary service allows you to delegate the day-to-day management of your portfolio to Charteris’ professional investment managers. Please download and complete the Investment Management Agreement and supporting documents to apply for an account.

For Transact custody clients:

UK Clients: (Investment Management Agreement)

W8-Ben for Individuals

For overseas based clients – we have different options available. Please contact info@charteris.co.uk to learn more

Pensions - SIPP & SSAS

Your personal Self-Invested Pension Plan (SIPP) can be managed by Charteris offering a tax efficient way to save for your retirement.

For directors of small/medium sized companies, a Small Self-Administered Scheme (SSAS) provides a tax-efficient and flexible vehicle for retirement planning.

If you wish Charteris to become the discretionary manager for your SIPP or SSAS, fill in the details of your existing SIPP provider in the IMA form below and post to the above address.

For Personal Pension clients:

SIPP application form IMA (Investment Management Agreement)

For Corporate clients:

Corporate client (Investment Management Agreement)

ISAs / JISAs

Charteris are an ISA manager in its own right (Z1394 on HMRC database)
Individuals can currently invest up to £20,000 per annum a (tax) year into an ISA. Individuals under the age of 18 can currently invest up
to £9,000 per annum a (tax) year into a JISA. Either open a new account or switch your existing one to Charteris.

For ISA clients:

Charteris ISA application form

Charteris ISA transfer form

Charteris Junior ISA application form

Other important documents

W8ben-E document for Entities