Help with investments

Please ensure you follow these four main steps:

1. Read and complete each section of the form ensuring you sign and date the declaration.
2. Write out your cheque (from your own personal bank account) for the amount you wish to invest. If you are investing through the platform of Aegon, your cheque should be made payable to Aegon. If you are investing through the platform of Fidelity FundsNetwork, please make your cheque payable to Fidelity. Please do not make cheques payable to Elson Associates, as we do not handle client money. Building society cheques are acceptable but must include a reference to your name. For example, payee - XYZ investment company (ref your name). The back of the cheque must be fully endorsed by the Building Society with their company stamp. Your full name and address should also be included on the back of the cheque by the Building Society.
   If you are funding your investment by bank transfer, please follow the instructions shown on the paperwork provided. This will include the payee's name, account number, sort code and reference number. Please note that it is important to use the reference number when making your payment so the proceeds can be allocated accordingly.
3. Return your completed application form, signed Service Fee Agreement form (if applicable) and cheque (if applicable) to us in the FREEPOST envelope provided.

You must enclose a cheque for the first monthly payment when submitting your application form.

As soon as we receive your transfer instruction, we will electronically submit to the new platform who will in turn arrange for the transfer of fund(s) from the existing plan manager.

If you send your application form directly to the investment company, they may not apply the relevant terms and discounts. For this reason, we request that you return your application to us for processing.

To comply with government anti-money laundering regulations, your identity will be verified for anti-money laundering purposes. This may include obtaining information about you from a credit reference agency. This information will only be used for verification of your identity.