Elson Associates - How to make your investment

Help with investments

How to make your investment

Making an investment through Elson Associates is simple, but if you need some help please take a look at the help sections below. Please also make sure you have read our Terms and Conditions of Business.

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 account) for the amount you wish to invest, making it payable to the appropriate investment company. The correct payee details can normally be found on the application form. Don't make your cheque payable to Elson Associates as we do not handle client money (unless it is for fees payable). Building society cheques are acceptable but must include a reference to your name. For example, payee - XYZ investment company (ref your name). This reference should be on the front of the cheque.*
  3. Sign and return the enclosed Fee Agreement (if investing with Aegon or Fidelity FundsNetwork).
  4. Return your completed application form and cheque to us in the FREEPOST envelope provided.
* If you are making an investment with Invesco Perpetual, please ensure the bank or building society add your full name, permanent residential address and their branch stamp to the back of the cheque. Unfortunately, Invesco Perpetual will reject any bankers drafts or building society cheques that do not meet this criteria.

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

Just send us the completed ISA transfer application form (and, if applicable, the completed Fee Agreement). As soon as we receive your form, we will send it to the new plan manager who will in turn write to the existing plan manager to request that your funds be transferred across. This process can take up to several weeks to complete.

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.

Total transactions that are equal to or over £50,000 will require full identification.

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. However, if you are investing on behalf of a third party e.g., in trust we will require you to supply full anti-money laundering identification for all parties involved in the investment. In this event, please see information in the money laundering section for acceptable forms of identification.

Anti-money laundering

Important information about anti-money laundering regulations

Anti-money laundering

Investment terminology

A short guide to the economic jargon investment firms use.

Help with terminology

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Elson Associates does not offer advice as to the suitability of investments. If you are unsure whether an investment is suitable for you, you should obtain expert advice. Past performance of an investment is not necessarily a guide to its performance in the future. The value of investments or income from them may go down as well as up. You may not necessarily get back the amount you invested.

Elson Associates plc, 5 Queen Street, Kings Hill, West Malling, Kent, ME19 4DA | Freephone: 0800 0961111

Authorised and Regulated by the Financial Conduct Authority

Registered in England No. 3595128