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Other Buy Lists

Investments in question:-

  • Offshore Funds
  • Investment Trusts
  • Life Policies (including with profits bonds)

Currently these policies are not dealt with directly online because the industry is still co-ordinating the electronic platforms on which the dealing mechanisms will be executed.

Until systems are in place, we are operating a "traditional" system of quotation and Transaction where we can deal with your query by email/telephone or post.

If you are under one of our higher level services we can provide you with transaction details, buy lists, illustrations and application forms in the types of policies listed above, on an individual basis.

Please get in touch via this email facility or use the details in our CONTACT section.

 

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Once a client is under the clarityTRANSACT+ service (which covers these investments) then we can release any Buy Lists you would find helpful.