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

Download centre

Due Diligence & Performance
Discretionary Portfolio Management
Master Portfolio Service
AIM Portfolio IHT Plan
Other
Terms & Conditions

Financial Adviser Due Diligence Questionnaire

Vision Quarterly Due Diligence Q3 2018

Strategy Snapshot November 2018

ARC Equity Risk Q3 2018

ARC Cautious Q3 2018

ARC Balanced Q3 2018

ARC Steady Growth Q3 2018

Preparing for Increased Volatility - Market Update

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

Master Portfolio Service Brochure

MPS Vision Rate Card

Master Portfolio Services Q3 2018 - High Growth

Master Portfolio Services Q3 2018 - Growth

Master Portfolio Services Q3 2018 - Balanced

Master Portfolio Services Q3 2018 - Income

Master Portfolio Services Q3 2018 - Cautious

Master Portfolio Services Q3 2018 – Defensive

Master Portfolio Service Client Agreement

AIM Portfolio Brochure

AIM Portfolio IHT Plan Q3 2018 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

Castle Investment Solutions Ltd
Unit 6A Falmouth Business Park, 
Falmouth,
Cornwall, TR11 4SZ 

By phone

Tel: 01326 210 904