Investment Review
Service

All you will need is the name of the companies managing the PEP, ISA, OEIC or Unit Trust that you want us to review. You should find these details on a recent valuation statement.

Simply print the registration form below, fill in the company names and sign next to each.

That’s it!

We can track down the rest of the relevant information for you. If you have reference numbers to hand then add them as well but they are not necessary. When you register an investment with our Investment Review Service you give us your permission to seek out the information we need to compile your review.

• If you have investments with more than one company, please complete a different panel for each company
• If you have different investments with the same company, you can use one panel for all funds/investments
• Each completed box must be signed and dated for your authorisation to be valid
• Further Registration Forms can be printed out as required
• To view and print our Registration Form you will need Adobe Acrobat.

It really is that simple and straightforward. There are no hidden costs and no hidden catches.