This page is only appropriate for independent financial advisers and not suitable for individual investors.
By checking this box you confirm that you have read and agreed to the terms and conditions and are not a U.S person. Your answer will be remembered for 30 days.
For individual investors
This website is for financial advisers only
COVID-19 Update Page
Last updated: 07 April 2020 16:48
We hope that you, your family and your friends are healthy and staying protected during this challenging time.
On 23 March 2020, the British Government announced strict new measures to tackle the spread of COVID-19. We recognise that these measures are causing significant challenges for you and your business and we would like you to know that we are doing everything that we can to help you continue servicing your clients.
We will be updating this page regularly so please check back for updates.
Business ContinuityWe are constantly testing the ability of our systems to protect our staff and service our clients.
At our Head Office in London, the majority of our staff have been working from home for the last two weeks with no reduction in service levels.
At our Adviser Support office in Reading and our Sales office in Glasgow, our staff have also been servicing you from home for the last two weeks. Again, we have neither seen, nor expect any noticeable reduction in service levels from either team.
The staff at our Administration office in Newport have been designated as critical workers and accordingly are still able to work on site. Notwithstanding this, over 70% of the dealing team are already successfully working from home. Only a skeleton staff are currently on site to process the receipt of paper application forms and co-ordinate client mailings. We're very happy with the resilience of our Administration office during this challenging time and so far our service levels have been unaffected.
If we begin to see issues with the delivery of physical mail from the UK postal service, we will update you on this page.
Online Application Forms – Investec For Advisers
We appreciate that seeing clients face to face has suddenly become very challenging.
For this reason we strongly recommend that your firm signs up to our online platform, Investec For Advisers, to enable you to create, sign and submit your clients’ applications for our Plans digitally.
The platform allows you and your client to sign application forms digitally (via Docusign), allowing you to adhere to Government distancing rules.
Applications submitted via Investec For Advisers, aside from ISA Transfer applications, do not rely on the UK postal service.
Scanned Application Forms
Due to the challenges you are facing, we have taken the decision to accept scanned PDFs of completed paper application forms.
This applies to all types of fully completed application form.
If you need to send us a scanned application form, please email the scanned copy to [email protected], including ‘Application’ in the subject line of the email.
If you send us a scanned application form, your client will need to send us a bank transfer for the investment amount to this account:
Account Name: INVESTEC BANK PLC HOLDING
Account Number: 41340794
Sort Code: 40-02-50
Reference: [Client Surname and Initials]
When you send us a scanned application form, please help us to ensure that it can be processed by making sure that it has been fully completed and the scanned copy is easily legible. You do not need to send us the original paper application to follow in the post.
If your scannned application is for a Corporation, Trust or SIPP/SSAS, the required accompanying documentation (as specified on the application form) will also need to be included within the scanned PDF.
ISA TransfersWe are getting feedback that some ISA providers are having issues processing ISA transfer requests that are sent to their offices.
Before you send us an ISA Transfer Application Form, we suggest that you check with the client's existing ISA provider.
If you need to speak to someone, please get in touch with our adviser support team on +44 207 597 4065