Servicing Documents

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Forms that feature the secure email icon can be submitted without a signature, providing they are delivered as an attachment via the Adviser Zone secure email service. Any Advisers who do not wish to utilise this option, can still use the forms and submit by post WITH a wet signature. If a form is instructing a payment to or from a client bank account we must have a verified bank account on record to enable the form to be used without a signature. Where we do not have a verified bank account on record you can do so using the Bank Details form found under Servicing Documents below.

Please click here for the Document Submission Guidelines 


Asset Request

Asset Request

This section contains forms needed to request a new asset to the Novia platform.



ISA

ISA

This section contains the Re-registration and Transfer Authority forms for the Novia ISA.



Offshore Bond

Offshore Bond

This section contains the Offshore Bond paper application forms


SIPP

SIPP

This section contains the forms needed for the Novia SIPP.




FATCA Requirements

FATCA Requirements

This section contains the forms needed to meet the FATCA requirements.