(form page) Appoint us as investment managers for your existing wrap V2 - City House Investors Ltd : Investing the Yorkshire Way

Update at quarterly review Alpha Manager A.M.C. (hidden)

Update at Quarterly review - Annual OCF - Very Low Risk...Nah Then (hidden)

O.C.F. from FE

Update at Quarterly review - Annual OCF - Low Risk...Be Reet (hidden)

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Update at Quarterly review - Annual OCF - Lowest Medium Risk...Fair t' middlin (hidden)

O.C.F. from FE

Update at Quarterly review - Annual OCF - Low Medium Risk...Middlin (hidden)

O.C.F. from FE

Update at Quarterly review - Annual OCF - High Medium Risk...Steady Away (hidden)

O.C.F. from FE

Update at Quarterly review - Annual OCF - Highest Medium Risk...Bit Racy (hidden)

O.C.F. from FE

Update at Quarterly review - Annual OCF - High Risk...By eck (hidden)

O.C.F. from FE

Update at Quarterly review - Annual OCF - Very High Risk...Flippin' eck (hidden)

O.C.F. from FE

Update at Quarterly review - Annual OCF - Highest Risk...Bloody ell (hidden)

O.C.F. from FE

Update at Quarterly review - Annual OCF - Low Medium Risk Income Portfolio … Middlin’ (hidden)

O.C.F. from FE

Update at Quarterly review - Annual OCF -High Medium Risk Socially Responsible Portfolio … Steady Away (hidden)

O.C.F. from FE

Annual Growth Percentage

VAT Percentage

DIM Charge Percentage Without VAT

Your Existing Wrap

Select your existing wrap provider*

What tax wrappers are in your Wrap?

Please select one or more of the account types below*

Individual Savings Account (ISA)
Personal Pension or SIPP (PPP/SIPP)
General Investment Account (GIA)

Your policy number(s)*

Your General Investment Account

GIA current value*

GIA current monthly contribution (if applicable)

Please confirm your investment objectives*

My aim is Growth - I would like any Income to be reinvested into my potfolio
My aim is income - I would like Income to be paid out to my bank account

Please confirm which portfolio you would like to invest in within your GIA*

Fund Fact Sheets Very Low Low Lowest Medium Low Medium High Medium Highest Medium High Very High Highest Income Socially Responsible

Your ISA

ISA current value*

ISA current monthly contribution (if applicable)

Please confirm your investment objectives*

My aim is Growth - I would like any Income to be reinvested into my potfolio
My aim is income - I would like Income to be paid out to my bank account

Please confirm which portfolio you would like to invest in within your ISA*

Fund Fact Sheets Very Low Low Lowest Medium Low Medium High Medium Highest Medium High Very High Highest Income Socially Responsible

Your Personal Pension or SIPP

Personal Pension or SIPP current value*

Personal Pension or SIPP current monthly contribution (if applicable)

Please confirm your investment objectives*

My pension is not in drawdown, I am still accumulating
I am over the age of 55 and my pension is partially in drawdown
I am over the age of 55 and my pension is entirely in drawdown

Please confirm which portfolio you would like to invest in within your SIPP*

Fund Fact Sheets Very Low Low Lowest Medium Low Medium High Medium Highest Medium High Very High Highest Income Socially Responsible

Your Details

Your Address*

Street Address Address Line 2 City County Post Code

Account holder name*

Title First Last

Joint GIA Account?

Email*

Contact phone number

Second account holder name*

Title First Last

Account holder date of birth*

Account holder National Insurance Number*

Second account holder date of birth*

Second account holder National Insurance Number*

Total Investment amounts

Total lump sum investment

Total monthly investment

Year one estimated fees - Based on 6% annual growth

City House Investors fee

Percentage Including vat

Fund Managers fees

Percentage

Total year one fees

Percentage

Year two estimated fees - Based on 6% annual growth

City House Investors fee

Percentage Including vat

Fund Managers fees

Percentage

Total year two fees

Percentage

Your existing fees to Aegon

In addition to the fees mentioned here, you will continue to pay your existing Aegon wrap SIPP charges and ISA/GIA charges, your charges may differ dependant on when you set up your wrap and through which firm.

Your existing fees to AJ Bell Investcentre

In addition to the fees mentioned here, you will continue to pay your existing AJBell Investcentre wrap charges, your charges may differ dependant on when you set up your wrap and through which firm.

Your existing fees to Ascentic

In addition to the fees mentioned here, you will continue to pay your existing Ascentric wrap charges, your charges may differ dependant on when you set up your wrap and through which firm.

Your existing fees to Aviva

In addition to the fees mentioned here, you will continue to pay your existing Aviva wrap charges, your charges may differ dependant on when you set up your wrap and through which firm.

Your existing fees to Fundsnetwork

In addition to the fees mentioned here, you will continue to pay your existing Fundsnetwork wrap SIPP charges and ISA/GIA charges, your charges may differ dependant on when you set up your wrap and through which firm.

Your existing fees to James Hay

In addition to the fees mentioned here, you will continue to pay your existing James Hay wrap SIPP charges, ISA charges, GIA charges, your charges may differ dependant on when you set up your wrap and through which firm.

Your existing fees to Old Mutual Wealth

In addition to the fees mentioned here, you will continue to pay your existing Old Mutual Wealth wrap charges, your charges may differ dependant on when you set up your wrap and through which firm.

Your existing fees to Standard Life

In addition to the fees mentioned here, you will continue to pay your existing Standard Life wrap charges, your charges will differ dependant on when you set up your wrap and through which firm, please refer to the documents that you were provided with when you set up your wrap for details.

Your existing fees to Transact

In addition to the fees mentioned here, you will continue to pay your existing Transact wrap charges, your charges may differ dependant on when you set up your wrap and through which firm.

Alpha Manager 2 Low Risk Key Investors Information documents

Alpha Manager 3 Low Risk Key Investors Information documents

Alpha Manager 4 Low Risk Key Investors Information documents

Alpha Manager 5 Low Risk Key Investors Information documents

Alpha Manager 6 Low Risk Key Investors Information documents

Alpha Manager 7 Low Risk Key Investors Information documents

Alpha Manager 8 Low Risk Key Investors Information documents

Alpha Manager 9 Low Risk Key Investors Information documents

Alpha Manager 10 Low Risk Key Investors Information documents

Declaration

How would you like to sign?

Sign online
Print and Sign with a pen

Client agreement: Download, Print and Sign (for joint accounts, please ensure both account holders sign)

Transfer of agency: Download, Print and Sign (for joint accounts, please ensure both account holders sign)

Upload signed client agreement and Transfer of agency

Drop files here or

or

Post to our freepost address

Freepost CITY HOUSE INVESTORS

(Please state address exactly as shown here and note that ‘CITY HOUSE INVESTORS’ must always appear in uppercase).

Account holder signature*

Second account holder signature*

Collecting and storing your data*

I/We consent to our submitted data being collected and stored

See how we use your data by reading our data privacy notice.

City House Investors Service to you

This Web site is designed to give you the information that you need to decide whether the City House Investors Alpha Manager discretionary investment management service is right for you. This service does not constitute advice or a personal recommendation. We haven’t assessed if the product or investments are suitable for you, and therefore any transaction you make through this service does not benefit from the protection of the Financial Conduct Authority’s rules on assessing suitability. You should decide if they’re right for you. If you are at all unsure if this service is suitable for you please seek financial advice, which we can provide at an extra cost, for more information please contact us at info@cityhouseinvestors.co.uk. Alternately, if you would like to find a Financial Adviser yourself, Unbiased can help with this.

Please read this important information before you submit:

This application form is to appoint City House Investors as the servicing agent and discretionary investment manager for your existing Wrap account with once of the following wrap providers: Aegon (ex Cofunds, AJ Bell Investcentre, Ascentric, Aviva, FundsNetwork, James Hay, Old Mutual Wealth, Standard Life or Transact.
You must be at least 18 years old and a resident in the UK.
You can’t apply if you’re a US citizen or US tax payer.
Although there is no fixed term, you should be prepared to invest your money for at least five years.
The value of a GIA, ISA or SIPP will be directly linked to the performance of the portfolio selected and may fall as well as rise. You may get back less than you invested.
When you select a portfolio you should read the funds contained within its Key Investor Information documents. they contains important information including the cost of the fund and its specific risks.
You may pay income tax on the income from your GIA depending on your personal circumstances.
If you sell or switch units or shares in your GIA, you may be liable to capital gains tax on the growth.
The favourable tax treatment of ISAs and SIPPs may not be maintained in the future and is subject to changes in legislation. The benefit of any tax treatment will depend on your individual circumstances, and may change in the future.

Once you’ve submitted this form

We’ll send you an email to confirm your application with more details on what will happen next

Here's a copy of your client agreement to save

Here's a copy of your Transfer of agency to save

Appoint us in three easy steps…

Tell us a little about your wrap

Decide which portfolio is right for you

Read and agree to our terms

…that’s it!

Update at quarterly review Alpha Manager A.M.C. (hidden)

Your Existing Wrap

What tax wrappers are in your Wrap?

Your General Investment Account

Fund Fact Sheets Very Low Low Lowest Medium Low Medium High Medium Highest Medium High Very High Highest Income Socially Responsible

Your ISA

Fund Fact Sheets Very Low Low Lowest Medium Low Medium High Medium Highest Medium High Very High Highest Income Socially Responsible

Your Personal Pension or SIPP

Fund Fact Sheets Very Low Low Lowest Medium Low Medium High Medium Highest Medium High Very High Highest Income Socially Responsible

Your Details

Total Investment amounts

Year one estimated fees - Based on 6% annual growth

Year two estimated fees - Based on 6% annual growth

Your existing fees to Aegon

Your existing fees to AJ Bell Investcentre

Your existing fees to Ascentic

Your existing fees to Aviva

Your existing fees to Fundsnetwork

Your existing fees to James Hay

Your existing fees to Old Mutual Wealth

Your existing fees to Standard Life

Your existing fees to Transact

Declaration

Freepost CITY HOUSE INVESTORS

City House Investors Service to you

Please read this important information before you submit:

Once you’ve submitted this form

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