Once you have made contact, we will send out the relevant forms that we require based on the service you have chosen. This can be sent via email or by post. When these documents have been returned, along with some form of ID and proof of address and bank details, we can start our onboarding process. We will then confirm your account is ready to trade.
Discretionary - We will manage your investments on your behalf with little input from you. There are three solutions available; DCS, OPS, and BPS.
Advisory - We give you advice on what you want to know, but you have the final say. For when you want to have more involvement in choosing your investments.
Execution Only - Dealing only. We will give you access to markets inaccessible to the average investor, and execute trades on your behalf. No advice will be given.
Our application forms can be found below, these can either be completed digitally and emailed to wealthtek@ghcl.co.uk or posted to our business address. Please be aware we cannot accept digital signatures unless done via DocuSign, we prefer a hand written signature. If you wish to liquidate your holdings, please fill out the below Sales and Liquidation Form, along with sending us a copy of ID, proof of address and proof of bank details.
You need:
Discretionary/Advisory - Application form, Terms of Business, Complex Instruments, Risk Warnings, Investor Appraisal
Execution Only - Application form, Terms of Business, Complex Instruments, Risk Warnings
*All services require a copy of ID, proof of address, and proof of bank details (such as a bank statement).
Discretionary (OPS and DCS) - 0.75% Annual Management Fee up to £1m.
Advisory Dealing Equity Service - 1.75% on the first £10,000. Next £10,000 at 1%. Over £20,000, 0.5%.
Execution Only - Flat 1% fee.
*Further details can be found on our application forms below.
Please get in touch using the form above, or browse our specific Q&A on WealthTek here.
Page
Page