Modular iPlan
iSIPP
Wrap
IPS
Partnership SIPP
Private Client SIPP

 

Modular iSIPP
Modular ISA
Modular GIA

Our most popular Modular GIA documents

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Modular GIA Charges Schedule

A table of our charges for administering the product.

 

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Key Features of the Modular GIA

An overall summary of the product to help you decide whether it is the right choice for you.

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Instruction to Trade Form

To buy, sell or switch investments that are not held with an investment manager/stockbroker or within the Investment Centre.

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Modular iPlan Technical Guide

A summary of the three Modular iPlan products, explaining how they operate and how they can be managed.

Product information

blue literature iconModular GIA Terms and Conditions

blue literature iconKey Features of the Modular GIA

blue literature iconModular GIA Charges Schedule

blue literature iconModular GIA Permitted Investments List

blue literature iconModular iPlan Technical Guide

Charges

blue literature iconModular GIA Charges Schedule

blue literature iconUnderstanding Platform Charging Factsheet

blue literature iconAdviser Charges Form

Making an application

monitor iconApply for a Modular GIA

blue literature iconAppointment of Financial Adviser Form

blue literature iconPower of Attorney Registration Form

blue literature iconGranting Third Party Authority Form

Moving money and investments in

blue literature iconRequest to Re-register Investments into a Modular GIA

blue literature iconStock Transfer Instruction between Modular GIA accounts

blue literature iconDirect Debit Form

Investing within the Investment Centre

monitor iconPlace Investment Centre trades through James Hay Online

blue literature iconInvestment Centre Buy Form

blue literature iconInvestment Centre Regular Buy Form

blue literature iconInvestment Centre Switch Form

blue literature iconInvestment Centre Sell Form

blue literature iconInvestment Centre Regular Sell Form

blue literature iconInvestment Centre Key Features Guide

blue literature iconModular GIA Funds List

blue literature iconShare Class Conversion Form

blue literature iconManaged Portfolio Panel Terms and Conditions

Investing in the Whole of Market

blue literature iconInstruction to Trade Form

Investing with EQi (formerly Selftrade)

blue literature iconEQi Terms & Conditions

blue literature iconEQi Account Application Form for Modular iPlan

blue literature iconEQi Charges Schedule for Modular iPlan

blue literature iconEQi Permitted Investments and Service Charter

blue literature iconEQi Investment Risk Warnings

blue literature iconEQi Order Execution Policy

blue literature iconEQi Third Party Authorisation Form

Taking money out

blue literature iconRegular Withdrawal Request Form

General guides and policies

blue literature iconOrder Transmission Policy

blue literature iconHow your Money and Investments are held within James Hay Products

blue literature iconGuide to Investment Risk

blue literature iconGuide to our Complaint Procedure

blue literature iconManaging cash in your James Hay products

All our guides are available in Braille, large print or as an audio version. To find out more, call us on 03455 212 414 (or via the Typetalk service on 18001 03455 212 414).