Select Equities - Private Investor Forms

The forms that are located on this page include:

Select Equities New Client Pack ETR DD
This is the form that is to be completed if you would like to activate a share investment account which links to a nominated bank account to facilitate electronic cash settlements via direct debit and direct credits.

Select Equities New Client Pack ETR DVP
This is the form that is to be completed if you would like to activate a share investment account which links to a third party settlement agent such as a margin lender or a custodian.

Client Identification Requirements
This document summarises the supporting documentation that should be submitted with any new account application.

Select Equities Client Questionnaire Apr 08
All investors who are seeking personalised advice are asked to complete a Client Questionaire.

Select Equities Financial Services Guide Dec 08
The FSG is an important document that includes our fees and charges and standard terms and conditions.

Select Equities Direct Debit Request & Service Agreement 1%
For clients who subscribe to the Select ProActive personalised investment management service this direct debit request and service agreement must also be completed.