Your portfolio management website
Working together with Investec Wealth & Investment, Castle Investment Solutions Ltd has brought to you a dedicated website to view your investment portfolio that you can access around the clock, giving you the information you need when you want it.
Investec Wealth & Investment has been working with financial advisers and their clients for more than 20 years and has gained a unique understanding of their specific needs. Their aim is to make your life easier and their Discretionary Fund Management service is designed to provide for the management of client portfolios, ISAs, offshore wrappers, SIPPs, pension funds and trust assets.Download centre
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Due Diligence & Performance
Financial Adviser Due Diligence QuestionnaireVision Quarterly Due Diligence Q3 2019Strategy Snapshot July 2019ARC Equity Risk Q2 2019ARC Cautious Q2 2019ARC Balanced Q2 2019ARC Steady Growth Q2 2019Market Commentary September 2019 -
Discretionary Portfolio Management
IFA Client Investment Recommendation RequestVision DFM Brochure for clients of Financial AdvisersInvestment Management Services for Financial AdvisersManaging Your Investments for clients of Financial AdvisersVision RatecardDiscretionary Client Agreement for Clients of Financial AdvisersDiscretionary Pension Client Agreement for clients of Financial Advisers -
Master Portfolio Service
Master Portfolio Service for Clients of Financial Advisers BrochureMPS Vision Rate CardMaster Portfolio Services Q2 2019 - High GrowthMaster Portfolio Services Q2 2019 - GrowthMaster Portfolio Services Q2 2019 - BalancedMaster Portfolio Services Q2 2019 - IncomeMaster Portfolio Services Q2 2019 - CautiousMaster Portfolio Services Q2 2019 – DefensiveMaster Portfolio Service Client Agreement -
AIM Portfolio IHT Plan
AIM Portfolio BrochureAIM Portfolio IHT Plan Q2 2019 ReportAIM Portfolio IHT Plan Client AgreementAIM Portfolio IHT Plan Ratecard -
Other
Client of Financial Adviser AmendmentResearch Team SheetCheltenham Team SheetTax Compliance - Self Certification for TrustsTax Compliance - Self Certification for EntitiesTax Compliance - Self Certification for IndividualsSelf Certification for Trusts Explanatory NotesSelf Certification for Entities Explanatory NotesSelf Certification for Individuals Explanatory Notes -
Terms & Conditions
Terms & Conditions
Download centre
Financial Adviser Due Diligence Questionnaire
Vision Quarterly Due Diligence Q3 2019
Strategy Snapshot July 2019
ARC Equity Risk Q2 2019
ARC Cautious Q2 2019
ARC Balanced Q2 2019
ARC Steady Growth Q2 2019
Market Commentary September 2019
IFA Client Investment Recommendation Request
Vision DFM Brochure for clients of Financial Advisers
Investment Management Services for Financial Advisers
Managing Your Investments for clients of Financial Advisers
Vision Ratecard
Discretionary Client Agreement for Clients of Financial Advisers
Discretionary Pension Client Agreement for clients of Financial Advisers
Master Portfolio Service for Clients of Financial Advisers Brochure
MPS Vision Rate Card
Master Portfolio Services Q2 2019 - High Growth
Master Portfolio Services Q2 2019 - Growth
Master Portfolio Services Q2 2019 - Balanced
Master Portfolio Services Q2 2019 - Income
Master Portfolio Services Q2 2019 - Cautious
Master Portfolio Services Q2 2019 – Defensive
Master Portfolio Service Client Agreement
AIM Portfolio Brochure
AIM Portfolio IHT Plan Q2 2019 Report
AIM Portfolio IHT Plan Client Agreement
AIM Portfolio IHT Plan Ratecard
Client of Financial Adviser Amendment
Research Team Sheet
Cheltenham Team Sheet
Tax Compliance - Self Certification for Trusts
Tax Compliance - Self Certification for Entities
Tax Compliance - Self Certification for Individuals
Self Certification for Trusts Explanatory Notes
Self Certification for Entities Explanatory Notes
Self Certification for Individuals Explanatory Notes
Terms & Conditions
Please contact us for further information
By post
Unit 6A Falmouth Business Park,
Falmouth,
Cornwall, TR11 4SZ