Downloads

Introduction

• Millenium Investment Corporate Brochure
• Contact details
• IFGL Corporate Brochure
• Introducing the Millenium Investment Platform
• Platform profile
• Strength and Security

Individual Client Application

• Client Portfolio Account Application
• Client Terms and Conditions
• Client requirements for online applications
• Pricing Schedule

Trustee Application

• Client Terms and Conditions
• Corporate Trustee Application
• Pension Trustee Application
• Pricing Schedule

Corporate Client Application

• Client Terms and Conditions
• Corporate Client Application
• Pricing Schedule

Additional New Business Forms

• Additional Investment form
• Asset transfer form
• Confirmation of residential address
• New business bank details
• Specimen signature form

PIMS and Millenium Investment

• Platform appointment form
• Pricing schedule

Reserve/Reserve+ and Millenium Investment

• Platform appointment form
• Pricing schedule

Millenium Investment and SIPP

• Millenium Investment and SIPP

Fixed term deposits and notice accounts

• Current interest rates
• Declaration Form
• Guidance notes

Group Savings Schemes

• Group Savings Scheme Guide
• Group Savings Scheme summary

Account Servicing

• Appointment of a Financial Adviser
• Asset transfer out form
• Change of address form
• Dealing instruction form
• Individual access request
• Withdrawal request

Current Asset List

• Asset list

Sales Aids

• Asset Transfer

Guides

• Account for UK resident
• Client requirements for online applications
• Guide to Tackle Cybercrime for Financial Advisers
• Identity and address verification guidelines - Individuals
• Model Portfolio Guide
• Model Portfolio Guide - Q&A
• Returning to the UK
• The Lifetime Allowance
• UK Taxation Basic Guide

Source of Funds

• Source of Funds Procedure

Trusts

• Beneficiary Trust
• Beneficiary Trust: How Does it Work?

Automatic Exchange of Information

• AEOI Definitions
• AEOI Entity Self Certification
• AEOI Individual Self Certification

Ardan’s Appointed Stockbroker Fees

• Stockbroker Fees

Spanish Language/Lengua Española

• ¿Qué ocurre con mi dinero cuando lo envío a Millenium Investment?
• Cuenta de cartera de clientes Términos y condiciones
• Estructura de precios
• Presentamos la plataforma Millenium Investment
• Solicitud de cuenta de cartera de clientes

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