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Get in touch to find out how Investec can help you build and maintain your competitive advantage. Use the numbers below or complete the form and someone will call you back.

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We'd like to keep you up-to-date with relevant news, events and information from our team. For further details on how we use personal data, please take a look at our Data Protection Notice. 

We'd like to keep you up-to-date with relevant news, events and information from our team. For further details on how we use personal data, please take a look at our Data Protection Notice. 

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Investec Online

For managing Bespoke DFM, AIM Portfolio IHT plan, Structured Products Service and MPS on Platforms services.

 

Structured Products

For managing existing Structured Products.

 

Find a dedicated support number

  • Bespoke DFM

    Investec Online support

    • Login details
    • Password resets
    • Other access problems for Investec Online

    Administration enquiries

    • Client valuations
    • Payment enquires
    • Assistance with filling out application forms
    • Any other general administrative queries

  • Structured Products

    General and technical enquiries

    • Assistance with your Terms of Business
    • Queries about our products
    • Any other technical queries

    Administration enquiries

    • Client valuations
    • Payment enquires (inc. maturities, income, ISA transfers or adviser fees)
    • Assistance with filling out paper-based application forms
    • Any other general queries

    Our Platform: Investec For Advisers

    • Getting started on Investec For Advisers
    • How to submit an application on the platform
    • Any other queries or issues you have regarding the platform

  • MPS on Platforms

    Investec Online support

    • Login details
    • Password resets
    • Other access problems for Investec Online

    Administration enquiries

    • Due Diligence and Terms of Business queries
    • Payment enquires
    • Any other general administrative queries

  • AIM Portfolio IHT Plan

    Investec Online support

    • Login details
    • Password resets
    • Other access problems for Investec Online

    Administration enquiries

    • Client valuations
    • Payment enquires
    • Assistance with filling out application forms
    • Any other general administrative queries

  • Structured Products Service

    Investec Online support

    • Login details
    • Password resets
    • Other access problems for Investec Online

    Administration enquiries

    • Client valuations
    • Payment enquires
    • Assistance with filling out application forms
    • Any other general administrative queries

 

 

Discover how our services could benefit you and your clients

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Bespoke DFM

A highly flexible bespoke discretionary fund management service that is typically for portfolios greater than £150,000. It can be applied to a number of structures (included joint or sole accounts, ISAs and trust assets).
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MPS on Platforms

Offering amongst the lowest AMC for an actively managed MPS in the UK, our service has a 5 year track record and is underpinned by our best-in-class research.
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AIM Portfolio IHT Plan

Protect your clients' assets from IHT by investing in firms that qualify for business property relief. The plan can reduce IHT liability after only two years. This service is for investments over £100,000.
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Structured Product Service

Structured product portfolios that are actively managed by a team of specialists, with the ability to choose pre-determined portfolio mandates that best reflect your client's personal circumstances, risk appetite and investment objectives. 
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Multi-asset Funds

The easy, cost-efficient way to invest your clients' money in a choice of four diversified and actively managed multi-asset funds. 
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Structured Products

We are no longer offering new Deposit Plans or Investment Plans. We will continue to support all existing Plans as they continue over the
coming years. In the meantime, you can access valuations and support via the link below. 
Important information

Past performance is not an indicator of future performance. The value of investments and the income derived from them may go down as well as up and you may not necessarily get back the amount you invested. 

Our UK regulators

Investec Bank plc (Reg. no. 489604) is authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority. Registered at 30 Gresham Street, London EC2V 7QP.

 

Investec Wealth & Investment Limited (Reg. no. 2122340) is authorised and regulated by the Financial Conduct Authority. Registered at 30 Gresham Street, London EC2V 7QN.