Help
RSS
API
Feed
Maltego
Contact
Domain > portfolio.markdeanwealth.com
×
More information on this domain is in
AlienVault OTX
Is this malicious?
Yes
No
DNS Resolutions
Date
IP Address
2022-06-13
52.215.176.163
(
ClassC
)
2023-12-10
108.128.64.59
(
ClassC
)
2025-10-04
52.214.235.231
(
ClassC
)
Port 443
HTTP/1.1 200 OKDate: Sat, 04 Oct 2025 20:30:42 GMTContent-Type: text/html; charsetUTF-8Content-Length: 191292Connection: keep-alivex-amzn-RequestId: f2b9ba92-8f82-4969-b713-adfcf466928fx-amz-apigw-id: R8GNxHE3DoEEUrwX-Amzn-Trace-Id: Root1-68e183f1-3c74d33279596bb214be8616;Parent0f4215203c6389ef;Sampled0;Lineage1:e74f4792:0 !-- _______. _______ ______ ______ __ /:::::::||:::____| /::::::| /::::::||::| |:::(----`|::|__ |::,----|::,----|::| \:::\ |:::__| |::| |::| |::|.----):::| |::|____ |::`----.|::`----.|::`----.|_______/ |_______| \______| \______||_______|Powered by Seccl Technology (https://seccl.tech)-->!DOCTYPE html>!--if lt IE 11 > html langen classold-browser > !endif-->!--if (gt IE 10)|!(IE)>!--> html langen class > !--!endif-->head> meta charsetutf-8> title>Mark Dean Wealth Management/title> meta http-equivX-UA-Compatible contentIE8,9,11> meta http-equivContent-Security-Policy contentdefault-src self http://local.seccl.tech:*; script-src https://djpcvf2hnlal4.cloudfront.net self http://local.seccl.tech:* http://host.docker.internal:* https://*.optimizely.com https://optimizely.s3.amazonaws.com https://cdn-assets-prod.s3.amazonaws.com nonce-a4c73463-4abe-4b9f-8a48-dcd1646f960c; style-src https://djpcvf2hnlal4.cloudfront.net self blob: https://fonts.googleapis.com http://local.seccl.tech:* http://host.docker.internal:* nonce-a4c73463-4abe-4b9f-8a48-dcd1646f960c; img-src *; font-src * self data: https://fonts.googleapis.com unsafe-inline http://local.seccl.tech:* https://fonts.gstatic.com; connect-src https://pfolio-api.seccl.tech:* https://*.seccl.tech:* http://*.seccl.tech:* ws://*.seccl.tech:* http://localhost:* ws://localhost:* http://host.docker.internal:* https://logx.optimizely.com https://*.optimizely.com > link relshortcut icon hrefhttps://s3-eu-west-1.amazonaws.com/prod-firm-public-assets-seccl/P1IMX/66/investor/favicon.jpg> !-- Set the maximum-scale as 5 to allow users to zoom on mobile devices as per Google a11y guidance here:--> !-- https://web.dev/meta-viewport/?utm_sourcelighthouse&utm_mediumlr--> meta nameviewport contentwidthdevice-width, initial-scale1, maximum-scale5> !-- Font files --> link hrefhttps://fonts.googleapis.com/css?familyMuli:300,300i,400,600 relstylesheet> link href relstylesheet> !-- CSS files --> link hrefhttps://djpcvf2hnlal4.cloudfront.net/bundle/client-bba97239.css relstylesheet> style noncea4c73463-4abe-4b9f-8a48-dcd1646f960c> .brandFirm { font-family: Muli, sans-serif !important;}/* * Brand Primary * * There is a local set of classes used with css modules * set in color.brandPrimary.m.css * * I think we should just start using these global styles * directly by doing * * composes: brandPrimaryColor from global; *//* * Color */.brandPrimaryColor,.brandPrimaryColorOnHover:hover,.brandPrimaryColorOnFocus:focus,.brandPrimaryColorOnActive:active { color: #003963 !important;}/* * Background Color */.brandPrimaryBg,.brandPrimaryBgOnHover:hover,.brandPrimaryBgOnFocus:focus,.brandPrimaryBgOnActive:active { background-color: #003963 !important;}/* * Background Color Shaded 20% */.brandPrimaryBgShaded20,.brandPrimaryBgShaded20OnHover:hover,.brandPrimaryBgShaded20OnFocus:focus,.brandPrimaryBgShaded20OnActive:active { background-color: rgb(0, 46, 79) !important;}/* * Background Color Shaded 40% */.brandPrimaryBgShaded40,.brandPrimaryBgShaded40OnHover:hover,.brandPrimaryBgShaded40OnFocus:focus,.brandPrimaryBgShaded40OnActive:active { background-color: rgb(0, 34, 59) !important;}/* * Background Color Tint 80% */.brandPrimaryBgTint80,.brandPrimaryBgTint80OnHover:hover,.brandPrimaryBgTint80OnFocus:focus,.brandPrimaryBgTint80OnActive:active { background-color: rgb(204, 215, 224) !important;}/* * Border Color */.brandPrimaryBorder,.brandPrimaryBorderOnHover:hover,.brandPrimaryBorderOnFocus:focus,.brandPrimaryBorderOnActive:active { border-color: #003963 !important;}/* * Border Color Tint 80% */.brandPrimaryBorderTint80,.brandPrimaryBorderTint80OnHover:hover,.brandPrimaryBorderTint80OnFocus:focus,.brandPrimaryBorderTint80OnActive:active { border-color: rgb(204, 215, 224) !important;}/* * Brand gradient */.brandBackgroundGrad { background: linear-gradient(to right, #333333 30%, #CB8451 75%) !important; }/* * Footer gradient */.brandFooterBackgroundGrad { background: linear-gradient(to right, #333 30%, #333 75%) !important; }/* * Brand Primary * * There is a local set of classes used with css modules * set in color.brandSecondary.m.css * * I think we should just start using these global styles * directly by doing * * composes: brandSecondaryColor from global; *//* * Color */.brandSecondaryColor,.brandSecondaryColorOnHover:hover,.brandSecondaryColorOnFocus:focus,.brandSecondaryColorOnActive:active { color: #333333 !important;}/* * Background Color */.brandSecondaryBg,.brandSecondaryBgOnHover:hover,.brandSecondaryBgOnFocus:focus,.brandSecondaryBgOnActive:active { background-color: #333333 !important;}/* * Background Color Shaded 20% */.brandSecondaryBgShaded20,.brandSecondaryBgShaded20OnHover:hover,.brandSecondaryBgShaded20OnFocus:focus,.brandSecondaryBgShaded20OnActive:active { background-color: rgb(41, 41, 41) !important;}/* * Background Color Shaded 40% */.brandSecondaryBgShaded40,.brandSecondaryBgShaded40OnHover:hover,.brandSecondaryBgShaded40OnFocus:focus,.brandSecondaryBgShaded40OnActive:active { background-color: rgb(31, 31, 31) !important;}/* * Background Color Tint 80% */.brandSecondaryBgTint80,.brandSecondaryBgTint80OnHover:hover,.brandSecondaryBgTint80OnFocus:focus,.brandSecondaryBgTint80OnActive:active { background-color: rgb(214, 214, 214) !important;}/* * Border Color */.brandSecondaryBorder,.brandSecondaryBorderOnHover:hover,.brandSecondaryBorderOnFocus:focus,.brandSecondaryBorderOnActive:active { border-color: #333333 !important;}/* * Border Color Tint 80% */.brandSecondaryBorderTint80,.brandSecondaryBorderTint80OnHover:hover,.brandSecondaryBorderTint80OnFocus:focus,.brandSecondaryBorderTint80OnActive:active { border-color: rgb(214, 214, 214) !important;} /style> /head>body>noscript>You need to enable JavaScript to run this app./noscript>style noncea4c73463-4abe-4b9f-8a48-dcd1646f960c> .unsupported-browser { display: none; } /*.old-browser .unsupported-browser { display: block; }*//style>div classunsupported-browser styledisplay: none> Sorry, your browser is not supported. Please upgrade to the latest version or switch your browser to use this site. See a hrefhttp://outdatedbrowser.com/>outdatedbrowser.com/a> for options./div>div idpage>/div>script idwindowGlobalPropertiesScript noncea4c73463-4abe-4b9f-8a48-dcd1646f960c>window.ENV_CONFIG {name:Mark Dean Wealth Management,apiUrl:https://pfolio-api.seccl.tech,firmId:P1IMX,nodeId:66,nodeName:,contentMediaRoot:https://s3-eu-west-1.amazonaws.com/prod-firm-public-assets-seccl/P1IMX/66/investor,privacyPolicyUrl:https://p1-im.co.uk/p1-platform-important-information/,termsUrl:https://p1-im.co.uk/p1-platform-important-information/p1-terms-conditions/,faqUrl:/faq,feesUrl:https://p1-im.co.uk/p1-platform-important-information/p1-platform-charges,orderUrl:,keyFeatureDocumentUrl:,ColorBrandPrimary:#003963,ColorBrandSecondary:#333333,ColorBackgroundPrimary:#333333,ColorBackgroundSecondary:#CB8451,ColorFooterBackgroundPrimary:#333,ColorFooterBackgroundSecondary:#333,ColorGreyLightest:#fcfcfc,ColorGreyLighter:#eee,ColorGreyLight:#ccc,ColorGreyMedium:#aaa,ColorGreyDark:#777,ColorGreyDarker:#555,ColorGreyDarkest:#333,ColorDropShadowLight:#eee,ColorDropShadowMedium:#aaa,ColorDropShadowDark:#777,ColorUtilityPositive:#7ED321,ColorUtilityNegative:#EE2B3E,ColorUtilityCaution:#EA9304,ColorUtilityInfo:#4a90e2,ColorUtilityDisabled:#eceded,ColorUtilityActive:#4a90e2,BrandBaseFontSizePx:16,TypographyWeightLight:300,TypographyWeightNormal:400,TypographyWeightBold:600,fontCSS:https://fonts.googleapis.com/css?familyMuli:300,300i,400,600,null,BrandFirmFamily:Muli,BrandBodyFamily:Muli,BrandAppFamily:Muli,optimizelySdkKey:AX96Qp51wbeotHChGCvu2,version:3.42.0,pensionKfdUrls:{gaudi:https://p1-im.co.uk/p1-platform-important-information/gaudi-pension-kfd/,seccl:https://p1-im.co.uk/p1-platform-important-information/p1-pension-kfd/},isaKfdUrl:https://p1-im.co.uk/p1-platform-important-information/p1-isa-kfd/ ,jisaKfdUrl:https://p1-im.co.uk/p1-platform-important-information/p1-isa-kfd/ ,allowClientToCreateAccount:false,allowClientToUpdateBankDetails:false,allowClientToViewFaqs:false}window.INTL_MESSAGES {investor.app-header-displaying:Displaying,investor.app-investment-order-title-label:Investments,investor.app-investment-estimated-quantity-header:Estimated quantity,investor.app-investment-mobile-remove:Remove,investor.app-gain-loss:Gain / Loss,investor.app-investment-charges-tooltip:The OCF represents the ongoing costs to the funds, which includes the AMC and other charges for services such as keeping a register of investors, calculating the price of the funds units or shares and keeping the funds assets safe,investor.color-brand-primary:#003963,investor.app-investment-regular-input-label:Amount to invest (%),investor.app-investment-charges-header:OCF,investor.app-account-ref:Ref:,investor.app-investment-kidd-document:You must read this KIID document,investor.privacy-policy-url:https://p1-im.co.uk/p1-platform-important-information/,investor.app-invalid-currency-code:We dont have correct details,investor.app-investment-name-header:Name,investor.app-cost:Cost,investor.app-account-value:Value,investor.app-account-growth:Growth,investor.color-brand-secondary:#333333,investor.app-investment-estimated-quantity-tooltip:Estimated units are calculated by dividing the amount you want to invest by the close of business price taking into account any market or transaction fees. If the market price has gone up you will get less, though if it has fallen you will get more.,investor.app-investment-order-input-label:Amount to invest,investor.app-hello:Hello World,investor.app-investment-investment-sale-total:Estimated total,investor.app-allocation:Allocation,investor.app-investment-regular-title-label:Regular investment,investor.fees-url:https://p1-im.co.uk/p1-platform-important-information/p1-platform-charges,investor.terms-url:https://p1-im.co.uk/p1-platform-important-information/p1-terms-conditions/,investor.app-get-started:Get started,investor.filter-bar-placeholder:Showing all information up to and including {date, date, long},investor.app-regular-payment-monthly:Monthly on the ,investor.add-investments-card-payment-button:Make card payment,investor.new-account-country-of-domicile:Country of domicile,investor.direct-debit-agreement:Instruction to your bank or building society to pay by Direct Debit,investor.reinvest-review-kidd-document-heading:KIID Link,investor.payments-report-transactions-in-total:In:,investor.faq-section-accountsetup-question-2:What is an ISA?,investor.client-setup-waiting-heading:Were checking your details,investor.profile-view-edit-change-password-header:Change your password,investor.sell-investments-review-units:Units,investor.performance-report-retained-value:Value,investor.faq-section-buy-question-1:How do I make an investment?,investor.authentication-login-error:Those details dont match our records,investor.client-setup-bank-details-sort-code-tooltip:Your Sort code and Account Number must be your own registered account. Joint accounts are permitted.,investor.profile-view-edit-marketing-consent-toast-fail:Marketing consent could not be updated,investor.add-investments-review-investments-button:Confirm,investor.single-message-error-notice:An error occurred retrieving the message, please try again,investor.regular-payments-subheader:Set up a regular payment for,investor.sell-investments-proceeds-heading:Proceeds Options,investor.client-setup-review-terms-notice:By agreeing to the below you will be agreeing to the terms and conditions,investor.profile-view-edit-marketing-consent-header:Contact Preferences,investor.profile-view-edit-marketing-consent-toast-success:Marketing consent has been updated,investor.investments-sell-option:Sell investments,investor.regular-payments-amend-subheader:Amend your regular payment for,investor.accept-terms-accept-button:Accept Terms & Conditions,investor.faq-section-sell-answer-6:There are instances where we are required to suspend assets from trading following instruction from the fund managers or the stock market. This can be a result of an upcoming corporate action or liquidity issues with the asset.,investor.client-setup-review-domicile:Country of domicile,investor.new-account-setup-fail-button:Return to previous page,investor.faq-section-accountsetup-question-3:How do I update my profile?,investor.account-cash-transfers-heading:Cash Transfers,investor.client-setup-address-aside-info:Please provide the UK address for which you reside, for security verification purposes your bank details, which we will request shortly, should also be registered to the same address. The Seccl service is only available to UK residents.,investor.client-setup-fail-amend-button:Amend application,investor.profile-view-edit-change-password-toast-fail:Password could not be updated,investor.add-investments-waiting-header:Loading, please wait,investor.app-investment-table-price:Price,investor.client-all-investments:All Investments,investor.add-investments-payment-process-header:Your investments are being processed,investor.payments-report-date:Date,investor.faq-section-accountsetup-question-7:Can I open a joint account?,investor.resend-email-verification-button:Please authorise your email address,investor.account-export:Export,investor.profile-view-edit-marketing-consent-label:Marketing Consent,investor.add-investments-wizard-kidd-read:By moving to the next section to agree that you have read the KIID documentation,investor.faq-page-section-6:Withdrawing from your account,investor.faq-section-accountsetup-question-4:What do I call my account?,investor.client-setup-review-address:Your address,investor.add-investments-payment-breakdown:Payment breakdown,investor.faq-section-payin-question-1:How can I pay into my account?,investor.profile-view-edit-mobile-header:Mobile Number,investor.charges-table-total-charges-over-entire-period:Total charges over {periodYears} years,investor.message-inbox-no-messages-heading:There are no messages to display,investor.message-inbox-back-to-inbox-button:Back to your messages,investor.app-ordinal-nd:nd,investor.sell-investments-list-button:Proceeds options,investor.add-investments-declaration-content:In confirming your order instruction you are consenting to the Order Execution Policy.,investor.message-inbox-heading:Messages,investor.new-account-postcode:Postcode,investor.new-account-afterwards-details:Add cash\n\nPick your investments\n\nSet regular investments,investor.regular-payments-amend-notice:You can access your regular payments and investments from the multi action button on the account view,investor.accept-terms-wizard-cancel-toast:You must accept the terms to proceed,investor.faq-section-sell-answer-2:Yes, you can sell some of the units or the total number of units you hold. How much you sell is your choice, we will not tell you how much you should sell.,investor.charges-table-average-annual-charge:Average annual charge,investor.regular-payments-amend-message-hub-notice:Details of the change to your direct debit will be sent to your message hub!,investor.account-cash-account-label:CASH,investor.charges-report-tooltip:This section details the service charges deducted from your account.,investor.new-account-creation-terms-link:Terms and conditions PDF (opens in a new window),investor.single-payments-success-reference-number-heading:Reference:,investor.reinvest-success-heading:Your instructions have been placed,investor.performance-report-realised-description:Description,investor.charges-report-heading:Charges,investor.profile-view-edit-address-toast-success:Address details have been updated,investor.single-message-error-heading:Message cannot be found,investor.new-account-setup-isa-requirements:Confirm your profile is up to date\n\nName your new account\n\nAgree to the ISA declaration,investor.report-portfolio-account-report-header:Report,investor.faq-section-withdraw-answer-3:No, cash withdrawals are free of charge.,investor.new-account-profile-review-save-changes:Update your profile,investor.direct-debit-info-messages-heading:Message portal,investor.reinvest-review-allocated-proceeds-percentage:Allocated Proceeds,investor.withdraw-cash-available-cash-notice:You have {clearedCashAmount, plural, 0 {no} other {{clearedCash}} } cleared cash on this account,investor.account-pay-in:Pay in,investor.charges-table-illustrative-charge-percentage-over-entire-period:Illustrative {periodYears} year charge percentage,investor.new-account-creation-setup-notice:Your new account is about to be created,investor.direct-debit-account-number:Account number,investor.regular-payments-amend-review-heading:Please confirm your amended regular payment details,investor.accept-terms-agree-text:By ticking the box and clicking the button below, you confirm that you have read, understood and agree to the terms and conditions.,investor.investments-regular-option:Regular investments,investor.regular-payments-overview-heading:Active Regular Payments,investor.app-ordinal-rd:rd,investor.client-setup-loading-setup:Loading Client Setup Form,investor.payments-type-single:Single payment,investor.add-investments-wizard-error:Error, step not recognised,investor.payments-cash-on-account-label:Cash on account,investor.sell-investments-review-header:Please review your sell instruction,investor.new-account-isa-declaration-agreement:\n div>\n p>\n For your own benefit and protection you should read our Terms &\n Conditions carefully before committing to an investment. If you do not\n understand any points please ask us for further information. When you use\n our services we will take this as acceptance and agreement of our terms, and\n you will be bound by them.\n /p>\n p>\n I apply to subscribe for a Stocks & Shares ISA for the current tax year\n (2025/26) and each successive year until further notice.\n /p>\n p>I declare that:/p>\n ul>\n li>p>All subscriptions made, and to be made, belong to me;/p>/li>\n li>p>I am 18 years of age or over;/p>/li>\n li>\n p>\n I have not subscribed/made payments, and will not subscribe/make\n payments, more than the overall subscription/payment limit in total\n to any cash ISAs, stocks and shares ISAs, innovative finance ISAs,\n and a Lifetime ISA in the same tax year;\n /p>\n /li>\n li>\n p>\n I am resident in the United Kingdom for tax purposes or, if not so\n resident, either perform duties which, by virtue of Section 28 of Income\n Tax (Earnings & Pensions) Act 2003 (Crown employees serving\n overseas), are treated as being performed in the United Kingdom, or I am\n married to, or in a civil partnership with, a person who performs such\n duties. I will inform my platform provider or Seccl Custody Limited if I\n cease to be so resident or to perform such duties or be married to, or\n in a civil partnership with, a person who performs such duties;\n /p>\n /li>\n li>\n p>\n For my own benefit and protection I have been given the opportunity to\n read the Terms and Conditions carefully and have had any questions I had\n concerning them answered to my satisfaction;\n /p>\n /li>\n li>p>I agree to the Terms and Conditions; and/p>/li>\n li>\n p>\n I consent to my personal data being used in accordance with the Terms\n and Conditions.\n /p>\n /li>\n /ul>\n p>I authorise the ISA manager:/p>\n ul>\n li>\n p>\n To hold my cash subscription, ISA investments, interest, dividends and\n any other rights or proceeds in respect of those investments and any\n other cash;\n /p>\n /li>\n li>\n p>\n To give effect to my instructions in accordance with the Terms and\n Conditions; and\n /p>\n /li>\n li>\n p>\n To make on my behalf any claims to relief from tax in respect of ISA\n investments.\n /p>\n /li>\n /ul>\n p>\n I declare that this application form has been completed to the best of my\n knowledge and belief. I will notify you without delay of changes to these\n particulars.\n /p>\n /div>\n ,investor.new-account-involved:Whats involved?,investor.regular-payments-delete-bank-heading:Your bank,investor.faq-section-misc-answer-2:Should you wish to close your account, please send your request to us and we will sell down your holdings and make a cash payment to the bank details we hold for you.,investor.authentication-forgot-password-email-notice:If these details match the ones we hold you will receive an email containing a link to reset that will be valid for the next 30 minutes.,investor.client-setup-password-requirements:Passwords are case sensitive and must have:,investor.client-setup-personal-details:About You,investor.new-account-creation-agreement:**1.** That the Service is a non-advised, execution-only service and as such the Service provider will not assess the suitability of any Account, or investment for me when acting upon my instructions and that therefore I do not benefit from the protection of the regulatory rules that are imposed on persons responsible for assessing suitability;\n\n\n**2.** That I have neither sought nor received advice on the merits or otherwise of the Service, or any Account or investment available on the system provided by the Service at any time;\n\n\n**3.** That any Account, or investment information provided by the Service is general and generic information and I do not consider it to be advice on the suitability or otherwise to me of such Accounts, or investments or a personal recommendation in respect of the same;\n\n\n**4.** That any decision I make when using, or otherwise in relation to, the Service and any Account, or investment available on the system provided by the Service is my decision alone and that the Service provider has no liability to me with regard to the suitability of the Service or any investment, or Account;\n\n\n**5**. That I am responsible for payment of the Service’s respective charges, which shall be payable to the Service provider in accordance with the Terms and Conditions, but that such charges do not constitute a payment for advice;\n\n\n**6**. That the Service is not responsible in any way, and has no liability to me, for the contents of any third-party website or documents (including, but not limited to, those belonging to the Custodian) that can be accessed via the system provided by the Service or Account websites;\n\n\n**7.** That the Service provider may share my personal data and information relating to my investments with the Custodian in order to allow the Custodian to meet regulatory reporting requirements of my Assets;\n\n\n**8.** Where you have opted in to Marketing, the Service provider will send you marketing material about products and services which are the same or similar to the investments you hold using the Service. For more information about how your personal data will be used please see our Privacy Policy.\n\n\n,investor.regular-payments-amount-form-label:Amount,investor.sell-investments-fail-try-again-button:Try again,investor.withdraw-cash-wizard-heading:Withdrawal,investor.performance-report-realised-unit:Quantity,investor.profile-view-edit-address-1:Address 1,investor.profile-view-edit-next-step:Im happy with my Profile,investor.profile-view-edit-save-changes:Update your profile,investor.charges-table-initial-charges-tooltip:Initial Charges,investor.single-message-message-heading:Message,investor.regular-payments-review-changes-button:Review changes,investor.faq-section-buy-answer-4:The minimum investment will potentially depend on what you are trying to purchase as some asset types incur a trading charge or have a high buy price. If you find the asset you would like to purchase, then more information can be provided.,investor.client-fca-notice:Mark Dean Wealth Management (UK) Limited is registered at companies house under company no. 9115995 and its registered office address is 32 Threadneedle Street, London, EC2R 8AY. Mark Dean Wealth Management (UK) Limited is authorised and regulated by the Financial Conduct Authority (FCA) and can be found on the FCA register of authorised firms under firm reference no. 629592 The FCA do not regulate tax advice.,investor.client-setup-privacy-policy-before-text:Please read our ,investor.regular-payments-amend-heading:How to amend,investor.client-setup-marketing-consent-label:Tick to receive investment news, tips and features, platform developments and offers and be part of our group of customer contributors feeding back on potential developments and products. You can unsubscribe at any time by emailing noreply@campbellmunro.co.uk,investor.contract-note-message-heading:You can download your contract note by using the link below,investor.reinvest-review-proceeds-info:Once all sells have completed the proceeds will be placed into the following:,investor.withdraw-cash-information-aside:Remember you may need to keep some cleared cash for fees to avoid disinvestment,investor.report-closing-balance-header:Closing balance,investor.performance-report-retained-cost:Book value,investor.faq-section-payin-answer-4:There is a minimum payment requirement of £25.,investor.client-account-details-id-header:Ref: ,investor.account-tiered-charges-from-amount:From ,investor.account-investment-transaction-table-header:Transactions on this asset,investor.payment-contributor-relationship:Contributor Relationship,investor.new-account-isa-heading:Start a new ISA,investor.withdraw-cash-withdraw-notice:This is the amount you want to withdraw,investor.account-stock-transfers-heading:Stock Transfers,investor.client-setup-password-aside-info:If your profile remains incomplete for 3 months we will remove your details from our databases. If you have opted to receive direct marketing you will have to opt out of this service separately to the account opening process. Please see our Privacy Policy for further details.,investor.single-payments-success-account-number:17190968,investor.faq-section-payin-question-2:What is a single payment?,investor.client-setup-review-information-provided:This is the information you have given us,investor.profile-view-edit-personal-header:Your details,investor.new-account-email:Email,investor.reinvest-retain-cash-detail:Remaining sale proceeds will be retained as cash.,investor.accept-terms-disabled-button-click:You must scroll down and check the Agree checkbox to continue.,investor.faq-section-buy-question-5:My order wasnt right, how do I change it?,investor.faq-section-withdraw-answer-2:Yes, you can withdraw all your available cash. However please be aware that if there is no cash left to cover upcoming fees, you might be included in the next disinvestment process. Prior to this you will receive further information.,investor.authentication-login-heading:Login,investor.client-setup-review-terms-pdf:Terms and conditions PDF (opens in a new window),investor.contract-note-url-success-toast:Your contract note is being downloaded,investor.reinvest-add-investments-next-button:Review order,investor.new-account-creation-terms-location:After you agree you will be able to access these terms in your message centre,investor.regular-payments-overview-bank-box-heading:Bank Details,investor.sell-investments-pending-notice-content:To find out the status of your payment\n\nand order check the pending section at\n\nthe bottom of your account page,investor.faq-section-accountsetup-question-5:What is an ISA declaration?,investor.faq-section-payin-question-4:What is the minimum I can pay in?,investor.app-isin-header:ISIN,investor.client-setup-review-terms-pdf-notice:A copy of this will be available in your message hub,investor.postcode-search-label:Postcode search,investor.add-investments-declaration-heading:Declaration,investor.new-account-afterwards-heading:Afterwards youll be able to,investor.new-account-creation-header:Start a new {accountType},investor.single-payments-success-heading:You have indicated that you are going to deposit £{paymentInAmount} to your account.,investor.faq-section-accountsetup-answer-5:The ISA declaration is requesting that you confirm you are happy with the terms of an ISA. This includes declaring you are above the age of 18, have not subscribed and will not subscribe more than the overall subscription limit in total to any combination of permitted ISAs in the same tax year.,investor.payment-contributor-relationship-plan-holder:Personal,investor.recommendation-reject-option:Reject,investor.regular-payments-payment-date:Payment date,investor.client-setup-address-details-country-tooltip:Select your Country,investor.regular-payments-delete-success-header:Your regular payment has been deleted,investor.reinvest-total-reinvested:Total reinvested,investor.reinvest-review-sell-price-disclaimer:Please remember all prices are indicative and subject to market changes.,investor.investments-wizard-sub-heading:Update the investments on your account,investor.new-account-address-2:Address 2,investor.regular-payments-message-hub-notice:Confirmation of your regular payment will be sent to your message hub.,investor.app-investment-table-unit:Unit,investor.profile-view-edit-address-building-name:Building name,investor.profile-view-edit-mobile-number:Mobile Number,investor.profile-view-edit-email-toast-success:Email has been updated,investor.charges-table-ongoing-charges-tooltip:Ongoing Charges,investor.regular-payments-overview-new-button:Set up a new monthly payment,investor.new-account-country:Country,investor.new-account-profile-review-next-step:Im happy with my Profile,investor.reinvest-review-proceeds-heading:Proceeds instructions,investor.sell-investments-prices-notice:Please remember all prices are indicative and are subject to market change,investor.accept-terms-success-toast:Terms & Conditions Accepted,investor.faq-section-sell-question-2:Can I sell a little bit of an asset I hold not the whole amount?,investor.faq-section-misc-answer-3:Your username is your email address you used to setup your account. If you have forgotten your password, you can click on Forgotten password and follow the steps.,investor.percentage-of-sell:{percentage},investor.profile-view-edit-email-header:Email,investor.initial-asset-charges-breakdown-dealing:Dealing Fee,investor.performance-report-retained-total:Retained total,investor.faq-page-section-4:Selling an investment,investor.account-investments-heading:Investments for this account,investor.client-setup-contact-details-marketing-consent-label:Im happy to receive emails from Seccl Custody Ltd,investor.direct-debit-sort-code:Sort code,investor.withdraw-cash-action-withdraw-button:Action withdrawal,investor.charges-table-average-annual-charge-tooltip:This is the average amount you would pay each year in charges and fees.,investor.performance-report-realised-title:Asset Name,investor.faq-section-sell-answer-1:We will be able to tell you the approximate amount based on the last price. However, prices vary and can go up or down. Please bear this in mind should you need a specific amount.,investor.account-cleared-cash-label:Cleared cash,investor.client-footer-faq:FAQ,investor.client-footer-terms:Terms,investor.client-setup-review-details-button:Review Details,investor.profile-view-edit-address-building-number:Building number,investor.add-investments-message-notice-content:We will alert you when your payment\n\nhas been successful, when the order has\n\nbeen placed and then when complete,investor.sell-investments-success-heading:Your order is being processed,investor.client-setup-contact-details-middle-name-tooltip:An optional data field, it is used for validation and verification.,investor.charges-table-illustrative-charge-percentage-tooltip:This figure is an illustrative total of the percentage of your investment which will be deducted as charges.,investor.regular-payments-direct-debit-payment-summary:You will send a payment of £{paymentAmount} on the {paymentDate, selectordinal, one {#st} two {#nd} few {#rd} other {#th} } of each month,investor.faq-section-buy-question-6:Where are the assets I have just bought?,investor.faq-section-buy-answer-7:The instruction you have just made will be sent to the market to be placed. Once they have been actioned and priced you will see this in your investment portfolio.,investor.message-inbox-loading:Loading, please wait,investor.new-account-profile-review-check-details:Please check these details are up to date:,investor.single-payments-success-bank-transfer-heading:Bank transfer details,investor.direct-debit-info-messages-content:Details of your Direct Debit and a copy of the agreement will be sent to your message hub!,investor.reinvest-messages-heading:Messages,investor.sell-investments-review-terms-header:Terms of the sell,investor.performance-report-retained-title:Asset Name,investor.app-to:to,investor.add-investments-cash-from-account-heading:Cash from account,investor.withdraw-cash-fail-notice:Please return to the previous page and try again,investor.app-investment-table-value:Value,investor.profile-view-edit-nino:National Insurance number,investor.reinvest-fail-info:If the problem persists, please let us know.,investor.sell-investments-wizard-error:Something went wrong loading your investments,investor.performance-report-realised-heading:Investments realised in the period,investor.faq-section-accountsetup-question-1:What is an IA?,investor.app-hide-show-hide:hide,investor.client-financial-serv-register:Mark Dean Wealth Management (UK) Limited is registered in England. Company Number No. 629592.,investor.initial-asset-charges-breakdown-initial:Initial Fund Manager Charge,investor.new-account-gia:Investment Account,investor.payments-in-select-type-h1:Select Payment Type,investor.regular-payments-delete-review-subheader:Delete your regular payment for,investor.sell-investments-list-info-para:Please remember all prices are indicative and are subject to market changes,investor.faq-section-buy-answer-5:Not to worry, if the order is not quite right, you can change this by using the amend option or you can cancel out of the screen as another option at the review stage.,investor.account-not-active-toast:This is a pending account. As such you cannot access the trading functions. Please try again later.,investor.authentication-forgot-password-error:Request failed,investor.client-footer-sign-up:Sign up,investor.new-account-name-account-header:About your new account,investor.single-payments-success-recipient-bank:Lloyds,investor.regular-payments-direct-debit-success-header:Direct Debit,investor.regular-payments-amend-payment-summary:You will send a payment of £{paymentAmount} on the {paymentDate, selectordinal, one {#st} two {#nd} few {#rd} other {#th} } of each month,investor.regular-payments-amend-review-messages-heading:Message portal,investor.reinvest-wizard-heading:Reinvest proceeds,investor.reinvest-review-terms-header:Terms,investor.reinvest-review-charges-heading:How much might it cost?,investor.faq-section-sell-question-1:How can I sell an investment to get a specific amount of cash?,investor.client-setup-contact-details-last-name-tooltip:Used for communication with you and for validation and verification.,investor.add-investments-requested-investments:Requested Investments,investor.add-investment-charges-heading:How much might it cost?,investor.initial-asset-charges-breakdown-asset-name:Asset Name,investor.new-account-profile-review-header:Review your profile?,investor.regular-payments-wizard-loading:Loading your regular payments,investor.faq-section-buy-question-4:What is the minimum amount I can buy?,investor.client-footer-notice:You should always remember that the value of your investments and any income from them can go down as well as up and you may get back less than the amount you originally invested,investor.client-setup-contact-details-aside-info:To open a client account we require information in order to verify your identity. We will authenticate your email address to provide secure access to validate, amend or update your details. For further information on why we require the information fields detailed, please see the information buttons or refer to our Privacy Policy.,investor.add-investment-charges-description:The following charges are based on an investment within a Stocks & Shares ISA over 5 years assuming 5.00% growth.,investor.faq-section-accountsetup-answer-4:You can give your account a name to help identify what the cash within this account is for. Some examples are New car, Wedding fund, or Retirement.,investor.client-setup-fail-heading:Sorry, there was a problem,investor.new-account-profile-review-personal-header:Your details,investor.regular-payments-minimum-amount-notice:Minimum,investor.faq-section-buy-answer-6:Once the purchases have been completed, you will see them on the portfolio view under the Pending table with the heading New Investments.,investor.app-investment-selected-investments-total:Total cost,investor.authentication-set-password-heading:Set your new password,investor.payments-in-select-type-h2:Add payments to,investor.single-payments-success-isa-oversubscribe-notice:Should the payment be made into your ISA and this takes you over your subscribed amount, we will contact you.,investor.withdraw-cash-back-to-account-button:Back to account,investor.performance-report-realised-book-value:Book value,investor.app-menu-profile:Your profile,investor.client-setup-fail-info:We couldnt set you up. Please check your application,investor.faq-section-payin-question-3:What is a regular payment?,investor.faq-section-withdraw-question-1:When I request a withdrawal, how long will it take to be in my bank?,investor.client-date-range-filter-form-label:Date range (inclusive),investor.authentication-forgot-password-back-to-login-button:Back to login,investor.income-report-tooltip:This section details the income received in your account.,investor.app-investment-sell-title-label:Units to sell,investor.authentication-forgot-password-checking:Were checking your details,investor.client-footer-fees:Fees,investor.client-setup-heading:Client Setup,investor.profile-view-edit-address-2:Address 2,investor.initial-asset-charges-breakdown-ptm:PTM,investor.single-payments-fail-try-again-button:Try again,investor.report-opening-balance-header:Opening balance,investor.portfolio-start-new-account-block:Start a new account,investor.account-pending-heading:Pending transactions,investor.client-setup-privacy-policy-link-text:Privacy Policy,investor.profile-view-edit-bank-header:Bank details,investor.add-investments-summary-button:Review order,investor.regular-payments-direct-debit-success-notice:On the {regularPaymentSetupDate} of each month,investor.faq-section-misc-question-2:What do I need to do to close my account?,investor.account-general-investment-account-label:GIA,investor.client-reg-office:Registered office: 32 Threadneedle Street, London, EC2R 8AY.,investor.client-setup-contact-details-mobile-number-tooltip:Your mobile number is required as we will provide verification codes for various actions on your account and should we need to speak to you directly.,investor.single-payments-success-bank-transfer-notice: Please note that should the reference number be quoted on the payment, we will be able to apply this to your nominated account within 3 working days. We will only accept transfers which originate from the account owner.,investor.reinvest-proceeds-instructions-header:Proceeds instructions,investor.sell-investments-review-estimate-total:Estimated total,investor.new-account-setup-requirements:Confirm your profile is up to date\n\nName your new account,investor.reinvest-review-sell-heading:Sell instructions,investor.reinvest-review-kidd-document:KIID Document,investor.account-payment-heading:Payments,investor.new-account-setup-heading:To set up this account youll need to,investor.new-account-profile-review-contact-header:Contact details,investor.payments-type-regular:Regular payment,investor.verification-email-failure:We could not verify your email address.,investor.internal-cash-movement-report-date:Date,investor.authentication-set-password-password-label:Password,investor.color-footer-background-primary:#333,investor.client-setup-address:Address,investor.investments-wizard-heading:Manage your investments,investor.ongoing-charges-breakdown-total:Total,investor.ongoing-asset-charges-breakdown-asset-name:Asset Name,investor.new-account-profile-review-name-header:We will be creating an account for {name},investor.single-payments-success-account-number-heading:Account number:,investor.resend-email-verification-success:Successfully resent! Check your emails to verify your email address.,investor.single-payments-success-how-does-it-work-step-2:It arrives at Seccls Lloyds account.,investor.reinvest-review-order-next-button:Agree,investor.client-setup-contact-details-first-name-tooltip:Used for communication with you and for validation and verification.,investor.charges-table-initial-charges:Initial charges,investor.direct-debit-info-bank-details-heading:Bank details,investor.reinvest-review-proceeds-allocated-as-cash:Cash on account,investor.profile-view-edit-address-flat-number:Flat number,investor.faq-section-sell-question-3:How much is it to sell my investment?,investor.app-investment-units-held-header:Units held,investor.portfolio-verify-notice:# Welcome to Seccl \n\nThis is your portfolio view that shows an amalgamation of the accounts you hold with us. \n\n##So whats next? \n\n Please could you complete the following:\n\n – Follow the link in the email weve sent you to confirm your email. (You may need to check your junk mail for the email) \n\n Once all this has been confirmed youll be able to open an account and start investing. (You may need to refresh this page),investor.account-new-investments-heading:New Investments,investor.authentication-forgot-password-submit-button:Submit,investor.authentication-forgot-password-text-notice:To set a new password youll need the 6 digit code we will send to you by text message.,investor.client-setup-review-heading:Please check our terms and review your details before signing,investor.initial-asset-charges-breakdown-row-total:Total,investor.new-account-choose-account-type:What account would you like to start?,investor.new-account-isa:ISA,investor.direct-debit-account-holders-name:Account holders name,investor.authentication-forgot-password-email-heading:Email Address,investor.client-setup-contact-details-email-tooltip:Your email address is also your username, and will be used for validation and as the primary means of notification for activity on your account. Email addresses must be unique and cannot be shared by clients wanting to open accounts. See our FAQs for further information.,investor.profile-view-edit-change-password-new-password:New password,investor.add-investments-pending-notice-content:To find out the status of your payment\n\nand order check the pending section at\n\nthe bottom of your account page,investor.payments-amount-of-info:This can take up to 48 hours to appear in your account.,investor.create-payment-waiting:Creating payment...,investor.reinvest-none-selected-text:Add investments to buy by using the search above.,investor.sell-investments-list-info:Enter the number of units or the value youd like to raise from each investment.,investor.faq-page-section-7:Miscellaneous,investor.faq-section-withdraw-question-3:Does it cost me anything to take my cash out?,investor.client-setup-password:Password,investor.single-payments-success-sort-code-heading:Sort code:,investor.regular-payments-fail-heading:We were unable to process your regular payment,investor.sell-investments-wizard-heading:Sell investments,investor.performance-report-realised-profit-loss:Gain / Loss,investor.performance-report-heading:Gains / Losses,investor.authentication-set-password-password-updated:Thank you, your password has been updated!,investor.account-sell-investments-heading:Sell Investments,investor.authentication-set-password-submit-button:Set Password,investor.new-account-isa-only-in-gb:You are unable to open an ISA as you are not currently a resident of the United Kingdom,investor.report-closing-balance-tooltip:The closing balance is the value as at the close of the business day,investor.client-setup-personal-details-domicile-tooltip:Country where you have your fixed or legal address or permanent residence (home), or to which you intend to return if currently residing elsewhere.,investor.profile-view-edit-change-password-current-password:Your current password,investor.sell-investments-message-notice-content:We will alert you when your payment\n\nhas been successful, when the order has\n\nbeen placed and then when complete,investor.client-setup-contact-details:Contact Details,investor.new-account-mobile-number:Mobile Number,investor.payments-amount-of-description:Youll be able to view the status of this payment in the pending section at the bottom of your account page\n\nWe will also send you a notification once this has cleared,investor.reinvest-message-notice-content:We will alert you when your payment\n\nhas been successful, when the order has\n\nbeen placed and then when complete,investor.sell-investments-review-button:Agree to terms and Sell,investor.faq-page-header:Frequently Asked Questions,investor.faq-section-buy-question-2:How do I know what to buy?,investor.accept-terms-header:Terms & Conditions,investor.client-no-investments:There are no investments to show,investor.postcode-search-no-addresses-info:Please check you entered your postcode correctly\nAlternatively, enter your address manually,investor.app-investment-search-no-results:No results found, please enter another search term,investor.reinvest-cash-remaining:Cash,investor.client-setup-bank-details-aside-info:We require your bank account details to validate the source of any payments into your account(s) and to provide an efficient withdrawal process. You can only link one bank account to your client account. We are unable to receive funds from or pay out withdrawals to third party accounts.,investor.client-setup-review-marketing-consent:Marketing consent,investor.client-setup-review-bank-details:Bank details,investor.profile-view-edit-address-header:Address,investor.add-investments-fail-heading:An error has occurred,investor.regular-payments-payment-details-notice:Payment details,investor.delete-payments-waiting:Deleting Payment...,investor.faq-section-buy-question-7:Why are my purchases pending?,investor.faq-section-misc-question-3:What is my username?,investor.client-not-found-heading:Sorry that page was not found,investor.contract-note-message-link:Download your contract note,investor.regular-payments-success-standing-order-header:Please set up a standing order for this amount using the following details:,investor.income-report-amount:Amount,investor.add-investments-messages-heading:Messages,investor.ongoing-asset-charges-breakdown-ocf:Calculated ongoing charges over {periodYears} years,investor.direct-debit-info-bank-details-content:If you need to change your bank details youll need to update your profile,investor.faq-section-withdraw-answer-1:You should see your withdrawal request amount in your bank within 3-5 working days.,investor.postcode-search-no-addresses-title:No matching addresses!,investor.profile-view-edit-country-of-domicile:Country of domicile,investor.ongoing-portfolio-charges-breakdown-row-total:Amount,investor.page-x-of-y:Page {currentPage} of {totalPages},investor.regular-payments-amend-amount-review-button:Review Changes,investor.regular-payments-delete-bank-notice:You will need to contact your bank or building society to cancel the standing order with them.,investor.withdraw-cash-confirmation-notice:The following amount is being transferred to your registered bank account,investor.faq-section-buy-answer-3:The asset you wish to buy may not be available. If the asset is not displayed within the dropdown options when you search by name or ISIN code, please contact us.,investor.account-individual-savings-account-fullname:Individual Savings Account,investor.direct-debit-instruction:Instruction to your Bank or Building Society. Please pay {nodeName} Direct Debits from the account detailed in this Instruction subject to the safeguards assured by the Direct Debit Guarantee. I understand that this instruction may remain with {nodeName} and, if so, details will be passed electronically to my bank/building society.,investor.payments-report-heading:Payments,investor.profile-view-debit-mandate-is-setup:You accepted the Direct Debit mandate on {date},investor.internal-cash-movement-report-amount:Amount,investor.account-ssas-account-label:Third-Party SSAS,investor.recommendation-accept-field-label:Selection option,investor.pension-account-cancellation-url-success-toast:The pension account cancellation letter is being downloaded,investor.authentication-forgot-password-date-of-birth:Date of Birth,investor.app-menu-faq-help:FAQ and Help,investor.faq-section-sell-question-5:How can I cancel my sell?,investor.faq-section-payin-question-5:Can I have more than 1 regular payment?,investor.new-account-error:Error, step not recognised,investor.new-account-save-name-button:Confirm,investor.payments-single-step1-h1:Select Payment Type,investor.direct-debit-guarantee:This Guarantee is offered by all banks and building societies that accept instructions to pay Direct Debits\n\n If there are any changes to the amount, date or frequency of your Direct Debit, Seccl Custody will notify you 3 working days in advance of your account being debited or as otherwise agreed. If you request Seccl Technology to collect a payment, confirmation of the amount and date will be given to you at the time of the request\n\n If an error is made in the payment of your Direct Debit, by Seccl Technology or your bank or building society, you are entitled to a full and immediate refund of the amount paid from your bank or building society\n\n If you receive a refund you are not entitled to, you must pay it back when Seccl Technology asks you to.\n\n You can cancel a Direct Debit at any time by simply contacting your bank or building society. Written confirmation may be required.\n Please also notify us.,investor.sell-investments-wizard-loading:Loading your investments,investor.withdraw-cash-wizard-sub-heading:Arrange a withdrawal from your account,investor.faq-section-buy-answer-2:Unfortunately, we are unable to give you advice on what asset you should buy. If you feel like you need financial advice please contact a financial adviser.,investor.authentication-set-password-error:It was not possible to change your password, please try again. If this error persists, please contact us.,investor.investments-single-option:Add investments,investor.new-account-gia-heading:Start a new Investment Account,investor.amend-payments-waiting:Amending Payment...,investor.authentication-session-expired:Your session has expired. Please log in again.,investor.single-payments-success-recipient-bank-heading:Bank:,investor.profile-view-edit-account-number:Account number,investor.new-account-profile-review-bank-header:Bank details,investor.sell-investments-proceeds-reinvest:Reinvest some or all,investor.sell-investments-list-heading2:Select the investments you would like to sell from your,investor.faq-page-section-3:Buying an investment,investor.faq-section-accountsetup-answer-2:Individual Savings Account (ISA) is an Investment Product that has tax efficient features and can help with Capital Gains Tax Planning.,investor.faq-section-sell-question-6:It says my asset is suspended and I cant sell it. What does this mean?,investor.payments-in-amount-net:Amount (net contribution),investor.recommendation-reason-field-label:Reason,investor.payment-method-type-direct-debit:Direct Debit,investor.client-setup-personal-details-nationality-tooltip:Please provide the nationality for which you are a citizen. We are required under UK law to collect certain information about your tax residency. We may share this and other account information with HMRC who may transfer this information to the government of another territory where the UK has entered into an agreement with them.,investor.client-setup-review-your-details:Your Details,investor.add-investments-orders-to-place-once-cleared:Once payment has cleared we will place these orders,investor.account-cash-on-account:Cash on this account,investor.initial-asset-charges-breakdown-stamp:Stamp,investor.ongoing-portfolio-charges-breakdown-heading:Ongoing Portfolio Charges,investor.single-payments-success-how-does-it-work-heading:How does it work when you transfer money to us?,investor.regular-payments-amend-success-header:Your regular payment has been amended,investor.faq-section-accountsetup-answer-7:No, the option to create a joint account isnt currently available however, we hope to offer this in the near future.,investor.account-individual-savings-account-label:ISA,investor.profile-view-edit-address-3:Address 3,investor.regular-payments-header:Regular Payments,investor.reinvest-fail-button-text:Try again,investor.sell-investments-proceeds-withdraw:Withdraw all,investor.withdraw-cash-wizard-loading:Loading, please wait,investor.resend-email-verification-fail:Failed to resend email verification,investor.client-setup-review-agree-to-terms-button:Agree to terms,investor.profile-view-edit-email:Email,investor.add-investments-wizard-add-investment:Add an investment by using the search above,investor.new-account-name-account-question:Name your account,investor.new-account-name-account-instruction:Please provide a name (eg. New House savings),investor.single-payments-success-recipient-address:20 Manvers St, Bath, BA1 1JW,investor.performance-report-retained-heading:Investments retained in the period,investor.faq-page-section-5:Pay into your account,investor.account-sell-invest:Sell,investor.authentication-login-button:Login,investor.profile-view-edit-tax-header:Tax information,investor.initial-charges-breakdown-total:Total,investor.new-account-profile-start-header:Getting started,investor.new-account-setup-waiting-header:Loading, please wait,investor.faq-section-accountsetup-answer-6:Onfido are a software company that help businesses verify their customers identity. Within this verify process we do not check your credit score. ,investor.account-withdraw:Withdraw,investor.client-form-there-were-errors:There were errors in the form. Please see below.,investor.profile-view-edit-change-password-toast-success:Your password has been changed,investor.new-account-sort-code:Sort code,investor.single-payments-success-how-does-it-work-step-1:Money leaves your account via the payment method. In some circumstances we can show this as an upcoming payment that gets cleared in step 3.,investor.regular-payments-amend-accept:Accept,investor.faq-section-payin-answer-3:A regular payment is where you want to add the same amount to your account on a regular basis.,investor.client-not-found-message:We couldnt find a page for this url,investor.client-setup-review-mobile-number:Mobile number,investor.add-investments-back-to-account-button:Back to account,investor.regular-payments-delete-review-question:Are you sure you want to delete this regular payment?,investor.withdraw-cash-input-message:How much would you like to withdraw?,investor.income-report-heading:Income,investor.performance-report-realised-total:Realised total,investor.app-investment-sell-value-input-label:Amount to sell,investor.fetch-loading-heading:Loading, please wait,investor.client-date-range:{from} to {to},investor.client-portfolio-growth:Growth,investor.add-investments-pending-heading:Pending,investor.profile-view-edit-dob:Date of birth,investor.regular-payments-how-much-each-month:How much would you like to add each Month?,investor.payments-return-to-account-button:Return to account,investor.income-report-total:Total Income:,investor.portfolio-investments-header-nav-profile:Profile,investor.single-payments-success-how-does-it-work-step-3:We process it and assign it to your account as cash.,investor.regular-payments-message-hub-heading:Message portal,investor.sell-investments-proceeds-cash:Keep all as cash,investor.profile-view-edit-email-toast-fail:Email could not be updated,investor.payments-report-transactions-out-heading:Transactions Out,investor.app-investment-unit-cost-header:Unit cost,investor.account-manage:Manage,investor.authentication-set-password-success-toast:Your password has been updated.,investor.client-portfolio-value:Value,investor.client-setup-review-dob:Date of Birth,investor.add-investments-back-to-plan-button:Back to plan,investor.reinvest-review-charges-description:The following charges are based on an estimated purchase amount using the estimated sell proceeds, assuming 5% growth within a Stocks and Shares ISA over 5 years.,investor.reinvest-pending-heading:Pending,investor.client-wizard-cancel:Cancel,investor.new-account-isa-declaration-heading:Please confirm that you agree to this declaration,investor.payments-in-amount-label:Amount,investor.accept-terms-checkbox-label:I Agree to the Terms & Conditions,investor.app-menu-last-login:Your last login,investor.app-menu-messages:Messages,investor.authentication-forgot-password-what-next-heading:What happens next?,investor.profile-view-edit-loading:Loading, please wait,investor.new-account-start-new-account:Start a new account,investor.regular-payments-delete-accept:Im sure, please delete,investor.reinvest-review-order-heading:Please review your sell instruction,investor.charges-report-total:Total Charges:,investor.new-account-address-3:Address 3,investor.new-account-account-number:Account number,investor.payments-in-how-much:How much would you like to add?,investor.reinvest-review-terms-notice:In confirming your order instruction you are consenting to the Order Execution Policy.,investor.performance-report-retained-growth:Growth / Loss,investor.faq-section-sell-question-4:Can I choose when to deal to get the best price?,investor.client-setup-personal-details-date-of-birth-tooltip:This is used to verify and validate your identity.,investor.client-setup-bank-details:Bank Details,investor.charges-table-total-growth-over-entire-period:Projected {periodYears} year growth after charges,investor.new-account-general-investment-account-header:Investment Account,investor.single-payments-success-recipient-heading:Recipient:,investor.sell-investments-review-amount:You are aiming to raise,investor.withdraw-cash-confirm-button:Confirm,investor.accept-terms-link-text:View Terms & Conditions,investor.wizard-footer-disabled-scroll:Scroll to the bottom of the page to enable this button,investor.profile-view-edit-marketing-consent:I would like to receive marketing content from Seccl Custody Ltd,investor.new-account-address-1:Address 1,investor.payments-frequency-heading:How often would you like to invest?,investor.sell-investments-list-back-text:Cancel,investor.faq-section-accountsetup-answer-1:Investment Account (IA) is an account that allows you to save and invest your money, it is not tax efficient like an ISA and is subject to Capital Gains Tax and potentially Income Tax on any income paid.,investor.faq-section-misc-answer-1:We would need you to send us proof of death and upon receipt we will record this on the client information and the accounts will be frozen. When the accounts are frozen it may be required to sell down assets to cover ongoing fees until we receive instructions from Executors.,investor.new-account-profile-review-tax-header:Tax details,investor.reinvest-return-to-account-button:Return to account,investor.sell-investments-no-investments:You dont have any investments,investor.sell-investments-review-terms-notice:In confirming your order instruction you are consenting to the Order Execution Policy.,investor.faq-section-buy-answer-1:Select an account, then select the multi action button which will show a list of options which includes Invest. This will allow you to purchase an asset.,investor.profile-view-edit-nationality:Nationality,investor.reinvest-sell-instructions-header:Sell instructions,investor.sell-investments-proceeds-prompt:What would you like to do with the proceeds of this sell,investor.withdraw-cash-wizard-account-name-heading:{accountName},investor.app-ordinal-th:th,investor.authentication-forgot-password-button:Reset password,investor.add-investments-review-kidd-document:KIID Document,investor.charges-table-ongoing-charges:Ongoing charges,investor.regular-payments-review-direct-debit-button:Confirm,investor.income-report-date:Payment Date,investor.client-setup-personal-details-us-notice:#### US Person\n\nUS Person means any individual or non-individual that meets any one or more of the criteria of a US Person as defined by either the US Securities Act or Internal Revenue Code as amended from time to time,investor.profile-view-edit-sub-header:You can change your details below,investor.accept-terms-instruction-top:Please check & update your details if necessary, then read & accept the terms & conditions below.,investor.faq-section-sell-answer-4:The price you get depends on many elements, for example how many people are interested in buying or selling the asset at the same time. This is a factor that is difficult to predict. Once you send us an order, we will always place it at the next available point in time for you. Our partners will then ensure the best possible outcome for your orders at that specific time.,investor.client-setup-review-details:Terms & Review,investor.reinvest-can-select-more-text:Add multiple investments by searching,investor.reinvest-fail-heading:We are unable to process your sell,investor.charges-report-amount:Amount,investor.new-account-loading:Loading, please wait,investor.app-ordinal-st:st,investor.app-menu-close:Close,investor.client-setup-review-email:Email,investor.add-investments-wizard-heading:New investments,investor.new-account-isa-declaration-agree:Agree,investor.payments-in-make-payment:Make payment,investor.direct-debit-footer:Accept,investor.regular-payments-success-header:Your regular payment has been created,investor.withdraw-cash-fail-try-again-button:Try again,investor.charges-report-date:Date,investor.account-invest:Invest,investor.account-status-label:Account status:,investor.client-footer-new-account:Create new account,investor.ongoing-asset-charges-breakdown-heading:Ongoing Asset Charges,investor.sell-investments-proceeds-back-text:Back,investor.faq-section-payin-answer-5:You are able to have 1 regular payment on each account.,investor.client-footer-risk:All investments carry an element of risk which may vary significantly.\n\nIf you are unsure as to the suitability of a particular investment or product, please speak to your adviser.\n\nTax rules, rates and reliefs are subject to change without notice in the future and taxation will depend on your personal circumstances.\n\nCharges may be subject to change in the future.,investor.add-investments-processing-notice:It can take up to 48 hours for the final trades to be placed.,investor.new-account-creation-agree-step:Agree to terms,investor.faq-section-sell-answer-3:The charges and fees depend on the asset you would like to sell, please refer to the Fees schedule for more information.,investor.payment-method-type-bank-transfer:Bank Transfer,investor.direct-debit-service-user-number-value:184276,investor.payment-contributor-relationship-employer:Employer,investor.recommendation-intro-1:Your advisor has generated the following recommendation for your approval,investor.fetch-failure-heading:Request Failed,investor.authentication-forgot-password-text-heading:Text message,investor.client-setup-review-tax-details:Tax information,investor.direct-debit-info-bank-details-link:Cancel and go to profile,investor.reinvest-sell-prices-notice:Please remember all prices are indicative and subject to market changes.,investor.app-menu-new-plan:Start a new account,investor.client-setup-address-postcode-search-label:Postcode Search,investor.client-setup-personal-details-nat-ins-tooltip:This is used to verify and validate your identity and forms a Legal Entity Identifier (LEI) for regulatory reporting purposes. These include reporting market transactions to the Financial Conduct Authority and if applicable your ISA subscriptions to the HMRC.,investor.profile-view-edit-bank-toast-fail:Bank details could not be updated,investor.charges-table-total-charges-tooltip:This is the total of both service and investment charges.,investor.payments-amount-of:The amount of,investor.reinvest-proceeds-instructions-notice:Once all sells have completed the proceeds will be placed into the following:,investor.profile-view-edit-sort-code:Sort code,investor.performance-report-retained-unit:Quantity,investor.app-menu-logout:Log off,investor.client-setup-review-nationality:Nationality,investor.new-account-individual-saving-account-header:ISA,investor.payments-failure-send-message-button:Send secure message,investor.single-payment-header:Single Payment,investor.withdraw-cash-wizard-error:Something went wrong while trying to withdraw,investor.performance-report-realised-disposal-date:Date,investor.charges-report-description:Description,investor.faq-section-accountsetup-answer-3:You can update your profile by accessing the menu on the top right hand side when viewing your portfolio page.,investor.add-investments-wizard-loading:Loading, please wait,investor.add-investments-review-heading:Review,investor.add-investments-fail-button:Return to previous page,investor.new-account-setup-fail-heading:An error has occurred,investor.reinvest-pending-notice-content:To find out the status of your payment\n\nand order check the pending section at\n\nthe bottom of your account page,investor.withdraw-cash-fail-heading:We were unable to process your withdrawal,investor.payments-report-transactions-out-tooltip:This section details the payments to your bank account.,investor.faq-section-payin-answer-2:A single payment is where you want to add a lump sum to your account.,investor.direct-debit-top-acceptance-warning:In order for us to make the process of making payments for your investments as efficient as possible we need you to agree to a Direct Debit mandate.\n\n**Please note that accepting this mandate does not mean you have to make any payments now.**\n\nPayments will only be requested when you make transactions and you will be notified well in advance before any such payments take place. We will take your payment at the next available collection date. If this is your first payment, we need to create a direct debit mandate with your bank before we can collect the first payment. This can take over a week to establish. Should you wish to make a payment sooner please select the bank transfer option.\n\nDepending on when you create a regular payment the first payment may be collected the following month.\n\nIf you wish you can skip this step and continue to create an account without agreeing to the Direct Debit mandate.,investor.authentication-password-label:Password,investor.internal-cash-movement-report-transactions-in-tooltip:Movement In,investor.app-growth:Growth,investor.tax-statement-message-link:Download your tax statement,investor.account-portfolio:Portfolio,investor.portfolio-run-valuation-success-toast:Your valuation is now in client messages,investor.direct-debit-required-accept:Accept Direct Debit mandate,investor.internal-cash-movement-report-heading:Internal Movement,investor.payments-in-amount-pension-label:Amount (net amount for Pension),investor.app-investment:Investment,investor.account-as-per-model-notice:As per model,investor.payment-method-type:Method,investor.direct-debit-guarantee-header:The Direct Debit Guarantee,investor.account-tiered-charges:Tiered charges,investor.app-menu-account-settings:Account settings,investor.profile-view-edit-mobile-toast-success:Mobile number has been updated,investor.new-account-creation-agree-create:Agree and create,investor.profile-view-edit-bank-toast-success:Bank details have been updated,investor.charges-table-total-growth-tooltip:This is a projected value after charges if your investments grow at {growthPercentage, number, percent} per year.,investor.regular-payments-overview-bank-box-link-text:Go to profile,investor.faq-page-section-1:Account setup,investor.app-investment-table-totals:Totals,investor.authentication-forgot-password-heading:Reset your password,investor.client-setup-review-name:Name,investor.new-account-gia-declaration-heading:By clicking the Agree button you agree to the terms and conditions and the below declaration,investor.single-payments-success-recipient-address-heading:Address:,investor.client-setup-personal-details-phone-number-tooltip:This is an optional field and is used should we need to communicate with you directly.,investor.profile-view-edit-address-toast-fail:Address details could not be updated,investor.single-payments-success-how-does-it-work-step-4:On the next working day that cash and any other cash already in your account is ready to use to buy new investments.,investor.sell-investments-messages-heading:Messages,investor.withdraw-cash-confirmation-heading:Confirmation,investor.client-setup-address-details-first-field-tooltip:Please provide the number, street and postcode of your UK residential address.,investor.profile-view-edit-header:Your Profile,investor.profile-view-edit-mobile-toast-fail:Mobile number could not be updated,investor.sell-investments-return-to-account-button:Return to account,investor.performance-report-realised-value:Value,investor.app-investment-units-total-header:Total Value,investor.profile-view-edit-change-password-repeat-password:Repeat new password,investor.single-payment-subheader:Make a single payment to,investor.income-report-description:Description,investor.performance-report-realised-tooltip:Investments realised in the period,investor.performance-report-retained-tooltip:Investments retained in the period,investor.add-investments-results-total:Total cost,investor.single-payments-success-sort-code:308012,investor.regular-payments-fail-try-again-button:Try again,investor.sell-investments-fail-heading:We were unable to process your sell,investor.client-footer-copyright:Powered by Seccl Technology(https://seccl.tech) - 2024,investor.reinvest-kidd-agreement:By moving to the next section you will be agreeing that you have read the KIID document.,investor.withdraw-cash-back-button:Back,investor.faq-section-buy-question-3:I cant find the asset I want to buy.,investor.faq-section-misc-question-1:How do I register a death for someone who has an account with you?,investor.new-account-isa-declaration-header:Stocks & Shares ISA Declaration,investor.sell-investments-pending-heading:Pending,investor.payments-report-amount:Amount,investor.payments-report-transactions-in-tooltip:This section details the payments from your bank account.,investor.client-footer-privacy:Privacy,investor.faq-section-accountsetup-question-6:Who is Onfido and do they check my credit score?,investor.faq-section-sell-answer-5:Orders can only be cancelled if they have not yet been sent to our partners for pricing. In this situation you will see the cancellation option next to your order. If you cannot see the cancellation option, then the order has already been sent to the market and will soon be priced. Should you wish to correct this, you will need to purchase the stock back.,investor.app-investment-unit-cost-tooltip:Unit Cost Tooltip,investor.client-setup-personal-details-aside-info:The details requested on this page enable us to verify and validate your identity with external verification providers. The more accurate the information provided, the better the chances of us being able to automatically open your account. This service is only available if you are a UK resident.,investor.message-inbox-fetch-messages-error:Error, could not fetch messages,investor.regular-payments-overview-empty-message:This account currently has no regular payments,investor.sell-investments-fail-notice:Please return to the previous page and try again,investor.payments-report-transactions-in-heading:Transactions In,investor.app-investment-sell-input-label:Units to sell,investor.profile-view-edit-postcode:Postcode,investor.regular-payments-amend-review-messages-body:Details of your new instruction will be sent to your message hub.,investor.client-setup-review-nin:National Insurance Number,investor.profile-view-edit-country:Country,investor.ongoing-portfolio-charges-breakdown-fee-name:Fee,investor.regular-payments-wizard-error:Something went wrong loading your regular payments,investor.single-payments-fail-heading:This transaction can not be processed,investor.regular-payments-overview-bank-box-description:If you need to change your bank details youll need to update your profile.,investor.regular-payments-direct-debit-instruction:Please review your Direct Debit agreement,investor.payments-report-description:Description,investor.faq-section-payin-answer-1:Click into the account you want to make a payment into and select the multi action button on the right hand side. Access Pay In and tell us how much you would like to add, you will then see this instruction as a pending payment on your account. Once you have done this you will need to instruct a bank transfer directly with your bank. When we receive the money we will be able to apply this to your account where it will become available cash.,investor.app-hide-show-show:show,investor.single-payments-success-sub-heading:Please make a bank transfer for this amount using the following details:,investor.single-payments-success-recipient-name:Seccl Custody Ltd,investor.payments-report-transactions-out-total:Out:,investor.faq-section-withdraw-question-2:Can I withdraw all of the available cash?,investor.regular-payments-select-date-instruction:On which date would you prefer to make the payment?,investor.authentication-forgot-password-email-label:Email Address,investor.direct-debit-reference:Reference,investor.direct-debit-date:Date,investor.transfers-report-description:Description,investor.direct-debit-after-account-details:Banks and building societies may not accept Direct Debit Instructions for some types of account,investor.internal-cash-movement-report-transactions-out-total:Out:,investor.account-junior-isa-label:JISA,investor.recommendation-accept-option:Accept,investor.portfolio-investments-header-nav-portfolio:Portfolio,investor.recommendation-accept-button:Accept Recommendation,investor.recommendation-initial-payment-label:Initial Payment,investor.accept-recommendation-instruction-top:Please indicate whether you wish to accept or reject this recommendation.,investor.profile-view-no-debit-mandate:You do not currently have a Direct debit mandate in place,investor.recommendation-new-product:New ,investor.transactions-table-loading-notice:Loading...,investor.transfers-report-transactions-in-tooltip:Transfers In,investor.pension-account-cancellation-message-body:Thank you for opening your pension account.\n\nPlease find attached the account setup confirmation and the cancellation letter should you change your mind.,investor.app-account-model:Model,investor.account-tiered-charges-tier-number:Tier { tierNumber } ,investor.portfolio-run-valuation-button-disabled-notice:Please enter a valid date range,investor.direct-debit-service-user-number:Service user number,investor.pension-transfer-cancellation-message-link:Download your pension transfer cancellation letter,investor.recommendation-intro-2:The following pages give detail on the types of products and product details that have been chosen for you.,investor.account-ssas-account-fullname:Small Self Administered Scheme,investor.direct-debit-mandate-notice-url-success-toast:The direct debit mandate notice is being downloaded,investor.account-product-transfers-heading:Product Transfers,investor.transfers-report-transactions-out-total:Out:,investor.recommendation-isa-product-overview:An Individual Savings Account (ISA) is a tax efficient investment account that allows you to receive interest and income without paying tax however, there are annual limits as to how much you can contribute to an ISA within a tax year.,investor.internal-cash-movement-report-transactions-in-total:In:,investor.direct-debit-mandate-confirmation-message-link:Download the direct debit mandate confirmation,investor.client-account-remaining-isa-allowance-header:Remaining ISA Allowance,investor.direct-debit-mandate-notice-message-link:Download the direct debit mandate notice,investor.payments-report-transactions-in-employee-payment-in:Personal Contribution,investor.portfolio-run-valuation-error-toast:Failed to create valuation,investor.tax-statement-url-success-toast:The tax statement is being downloaded,investor.authentication-set-password-confirm-password-label:Repeat password,investor.portfolio-investments-header:Investments,investor.payments-regular-payments-number:Payment {regularPaymentNumber},investor.pension-account-cancellation-message-link:Download your pension product cancellation letter,investor.authentication-firm-tooltip:Use the 5 letter Firm ID we sent to you,investor.recommendation-changes-to-product:Changes to ,investor.dynamic-investments-table-show-zero-holdings:Show Zero Holdings,investor.portfolio-run-valuation-button:Run valuation,investor.app-growth-percent:Growth (%),investor.recommendation-back-to-messages-button:Back to Messages,investor.app-account-type:Type,investor.quarterly-statement-message-link:Download the quarterly statement,investor.recommendation-product-type-label:Product Type,investor.recommendation-reject-button:Reject Recommendation,investor.recommendation-product-overview-label:Product Overview,investor.color-footer-background-secondary:#333,investor.account-ongoing-adviser-fee:Ongoing adviser fee,investor.single-payments-direct-debit-success-header:Your single payment has been created,investor.transfers-report-amount:Amount,investor.regular-payments-empty:There are no regular payments to display,investor.recommendation-wizard-heading:Advisor recommendation,investor.regular-payments-payment-amount:Amount,investor.direct-debit-mandate-confirmation-url-success-toast:The direct debit mandate confirmation is being downloaded,investor.allow-client-to-update-bank-details:false,investor.app-investment-price-tooltip:The buy price for this asset,investor.internal-cash-movement-report-transactions-out-tooltip:Cash Movement Out,investor.account-pension-fullname:Pension,investor.internal-cash-movement-report-transactions-in-heading:Movement In,investor.regular-payments-overview-footer-action:Update,investor.recommendation-confirmation-notice:Your recommendation response has been sent to your advisor.,investor.transfers-report-transactions-in-total:In:,investor.regular-payments-pension-payment-amount:Amount (net amount for Pension),investor.payments-in-amount-gross:Amount (gross contribution),investor.recommendation-pension-product-overview:A Pension is a long term tax efficient investment account to be used to provide you with an income in retirement.,investor.transfers-report-heading:Transfers,investor.transfers-report-transactions-out-tooltip:Transfers Out,investor.direct-debit-account-holders-bank-name:Account holders bank name,investor.transfers-report-date:Date,investor.recommendation-gia-product-overview:A General Investment Account (GIA) is an investment account that offers investment flexibility outside of tax efficient accounts, such as ISAs and Pensions.,investor.allow-client-to-create-account:false,investor.pension-account-cancellation-message-subject:Pension Product cancellation letter,investor.dynamic-investments-table-loading-notice:Loading...,investor.account-regular-payments-heading:Regular Payments,investor.authentication-user-name-label:Email Address,investor.color-background-secondary:#CB8451,investor.authentication-forgot-password-last-name-label:Last Name,investor.investor.dynamic-investments-table-show-zero-holdings:Show Zero Holdings,investor.color-background-primary:#333333,investor.app-investment-price-header:Price,investor.internal-cash-movement-report-description:Description,investor.internal-cash-movement-report-transactions-out-heading:Internal Movement,investor.client-account-details-type-header:Type: ,investor.single-payments-direct-debit-success-info:You have created an instruction to make a single payment via Direct Debit.\n\nA link to printable pdf copy of the Direct Debit instruction will be sent to your message hub for your future reference.,investor.recommendation-intro-3:At the last step you will be given the choice to accept or reject the recommendation.,investor.verification-email-success:Your email address has been successfully verified!,investor.account-tiered-charges-to-amount:to ,investor.account-general-investment-account-fullname:General Investment Account,investor.recommendation-next-button:Next,investor.portfolio-investments-header-nav-messages:Messages,investor.authentication-set-password-login-button:Login,investor.direct-debit-required-accepted-toast:Direct Debit mandate accepted,investor.transactions-table-no-data-notice:No investment transaction data to display,investor.pension-transfer-cancellation-message-body:Thank you for instructing your transfer into your pension account.\n\nI can confirm that the transfer has now completed, please find attached the transfer confirmation and the cancellation letter should you change your mind.,investor.transfers-report-transactions-in-heading:Transfers In,investor.account-junior-isa-fullname:Junior Individual Savings Account,investor.pension-declaration-general-declarations-point-three:I confirm that, to the best of my knowledge and belief, all of the information I have supplied in relation to my account opening is correct and complete and I accept the responsibility to advise of any incorrect information I become aware of.,investor.pension-declaration-contribution-declarations-point-eight-sub-header-point-two-e:Income earned in the UK but not subject to UK income tax due to a double taxation agreement with another country where you are liable for tax.,investor.pension-declaration-contribution-declarations-point-two-b:The total of the contributions paid (see Note 2, below) to this Scheme and to other registered pension schemes, in respect of which I am entitled to tax relief, under section 188 of Finance Act 2004, will not exceed, in any tax year, the higher of:,investor.pension-declaration-contribution-declarations-point-two:If contributions are paid to my pension on which tax relief is sought, I declare that:,investor.pension-declaration-contribution-declarations-point-five-sub-header-point-one-b:are resident in the United Kingdom at some time during that tax year; or,investor.pension-declaration-required-accept:Accept Pension Declaration,investor.authentication-forgot-password-thank-you-heading:Thank you,investor.pension-declaration-member-declaration-point-two-a:The 5th April in the year of assessment in which the event occurs; or,investor.pension-declaration-contribution-declarations-point-eight-sub-header-point-four-e:General earnings from an overseas Crown employment which are subject to tax in accordance with section 28 of ITEPA 2003.,investor.account-pension-label:Pension,investor.recommendation-reject-instruction:Please fill out the feedback form indicating your reservations or changes youd like to discuss and one of our advisors will get back to you.,investor.authentication-firm-label:FirmID,investor.pension-declaration-contribution-declarations-point-eight-sub-header-point-two-b:Dividends.,investor.pension-declaration-contribution-declarations-point-two-b-i:the basic amount in that tax year (see Note 3, below); or,investor.pension-declaration-contribution-declarations-point-one-d-i:5th April in the year of assessment in which the event occurs; and,investor.pension-declaration-contribution-declarations-point-eight-sub-header-point-one-c:Most rental income.,investor.pension-declaration-contribution-declarations-point-eight-sub-header-point-four-a:Employment income such as salary, wages, bonus, overtime and commission providing it is chargeable to tax under Section 7 (2) Income Tax (Earnings and Pensions) Act 2003 (ITEPA).,investor.account-third-party-offshore-bond-fullname:Third-Party Offshore Bond,investor.quarterly-statement-url-success-toast:The quarterly statement is being downloaded,investor.pension-declaration-contribution-declarations-point-two-c:The declaration in b) is correct, to the best of my knowledge and belief.,investor.pension-declaration-information-declarations-point-four:I understand that if I have any Lifetime Allowance protection(s) or enhancements it is my responsibility to provide evidence of the relevant protection(s) to avoid some or all of a Lifetime Allowance Charge that may apply. I confirm that I will inform my financial adviser if I should lose or have revoked any Lifetime Allowance protections or enhancements I may have. I give my authority for my protection details I supply to be checked with HM Revenue & Customs.,investor.pension-declaration-financial-advice-declarations-point-five:I acknowledge and accept that Gaudi Regulated Services Ltd and Gaudi Trustees Limited do not provide financial, investment, tax, legal or any other form of advice and the services provided do not extend to financial advice under the terms of the Financial Services and Markets Act 2000.,investor.authentication-forgot-password-text-reset-notice:Please note, once you have clicked Submit, for security reasons, you will only have a 30 minute window until the ‘Set Password’ email expires. Please click submit only if you are intending to action this straight away.,investor.pension-declaration-intro-point-list-item-one-link-text:here,investor.pension-declaration-intro-point-list-item-four:Once you are happy to accept all of the declarations and wish to proceed with your pension account opening, please confirm this at the bottom of the page, which we will take as your formal acceptance of those declarations, the Terms and Conditions and other supporting documents,investor.pension-transfer-cancellation-message-subject:Pension Transfer cancellation letter,investor.pension-payslip-url-success-toast:The pension payslip is being downloaded,investor.pension-declaration-contribution-declarations-point-eight-sub-header-point-four:A summary of some types of relevant earnings is provided below:,investor.pension-declaration-contribution-declarations-point-eight-sub-header-point-four-c:Rental income is generally not relevant earnings. Some rental income may be included if it relates to UK or EEA furnished holiday lettings under Part 3 of Income Tax (Trading and Other Income) Act 2005 (ITTOIA 2005).,investor.pension-declaration-financial-advice-declarations-point-three:I understand that these authorities will remain in force until I inform Gaudi, in writing, to the contrary.,investor.pension-declaration-cancellation-rights-point-two:If you do wish to cancel your account opening, your Message Hub, as detailed below, contains a Cancellation Form which you should sign and return.,investor.dynamic-investments-table-no-data-notice:No investment data to display,investor.income-report-isin:ISIN,investor.pension-declaration-required-success-toast:Pension Declaration accepted,investor.pension-declaration-intro-point-two-d:Once you are happy to accept all of the declarations and wish to proceed with your application, please confirm this at the bottom of the page, which we will take as your formal acceptance of those declarations, the Terms and Conditions and other supporting documents.,investor.pension-declaration-general-declarations-point-two-b:Key Features Document,investor.pension-declaration-contribution-declarations-point-six-sub-header:Note 2: Total contributions,investor.pension-declaration-online-access-point-three-link-text:link.,investor.pension-declaration-contribution-declarations-point-eight-sub-header-point-one-e:Income earned in the UK but not subject to UK income tax due to a double taxation agreement with another country where you are liable for tax.,investor.pension-declaration-member-declaration-point-two:I will advise the Intuitive Pension Account Administration Team in writing if an event occurs which means I am no longer entitled to relief of my contributions no later than:,investor.pension-declaration-member-declaration-point-two-b:30 days after the occurrence of the event,investor.direct-debit-required-skip:Skip this for now,investor.pension-transfer-cancellation-url-success-toast:The pension transfer cancellation letter is being downloaded,investor.pension-declaration-contribution-declarations-point-eight-sub-header-point-one:As a general rule most income that is earned and assessable for income tax in the UK counts as relevant UK earnings. Income that generally does not count, includes:,investor.pension-declaration-cancellation-rights-point-one:You have a legal right to cancel your account opening within 30 days of the first payment being received into your pension.,investor.pension-declaration-contribution-declarations-point-eight-sub-header-point-two-a:Pension income.,investor.pension-declaration-financial-advice-declarations-point-four:I understand I will only pay these charges if my Financial Adviser is appropriately authorised by the Financial Conduct Authority and has agreed to the Financial Adviser Terms of Business.,investor.pension-declaration-intro-point-two-b:Then to read these declarations, which ask you to confirm some important information which we will rely on to run your pension plan correctly.,investor.pension-declaration-contribution-declarations-point-seven-sub-header:Note 3: The basic amount,investor.pension-declaration-general-declarations-notice-three:I confirm that, to the best of my knowledge and belief, all of the information I have supplied in relation to my account opening is correct and complete and I accept the responsibility to advise of any incorrect information I become aware of.,investor.pension-payslip-message-link:Download your tax document,investor.pension-declaration-information-declarations-point-five:I give my permission for my personal data to be processed in accordance with the Privacy Statement contained in the Terms and Conditions Document and the General Data Protection Regulations.,investor.pension-declaration-contribution-declarations-point-one-b-i:the basic amount in that tax year (see Note 3, below); or,investor.pension-declaration-contribution-declarations-point-two-d-i:5th April in the year of assessment in which the event occurs; and,investor.account-third-party-pension-label:Third-Party SIPP,investor.account-fees-heading:Fees,investor.account-ongoing-dfm-fee:Ongoing DFM fee,investor.transfers-report-transactions-out-heading:Transfers Out,investor.pension-declaration-general-declarations-point-two-a:Terms and Conditions,investor.pension-declaration-member-declaration-header:Member Declaration,investor.pension-declaration-confirm-total-contribution-header:Confirming your Total Contributions,investor.pension-declaration-intro-point-two-a:To read the linked documents.,investor.pension-declaration-general-declarations-list-item-two:Key Features Document (KFD),investor.pension-declaration-cancellation-rights-notice:You have a legal right to cancel your application within 30 days.\n\nIf you do wish to cancel your application your online Communication Record, as detailed below, contains an Acknowledgement Letter and Cancellation Notice which you should sign and return.,investor.pension-declaration-contribution-declarations-point-one-b-ii:my relevant UK earnings (see Note 4, below) in that tax year.,investor.app-user-access-denied-error-toast:Access Denied,investor.pension-declaration-online-access-point-three:We hope you find the online offering provides you with the assurance you require in understanding the current position of your pension account.,investor.pension-declaration-contribution-declarations-point-one-a:I am under age 75 and am a relevant UK individual (see Note 1, below).,investor.pension-declaration-contribution-declarations-point-eight-sub-header-point-two:Examples of earnings that count as relevant UK earnings can be found on the HMRC website.,investor.account-third-party-offshore-bond-label:Third-Party Offshore Bond,investor.pension-declaration-online-access-point-four-link-text:link.,investor.pension-declaration-contribution-declarations-point-five-sub-header-point-one-c:were resident in the UK at some time during the five tax years immediately before the tax year in question and were also resident in the UK when you joined the pension plan; or,investor.pension-declaration-intro-point-list-item-one:To read the linked documents, which can be found,investor.pension-declaration-member-declaration-notice\:This declaration also asks you to confirm some important information on which we intend to rely. For your own benefit and protection, you should read the attached Terms & Conditions and Key Features documents carefully before confirming your acceptance.,investor.pension-declaration-transfer-in-declarations-header:Transfer-in Declarations – these apply to any transfers into this pension plan from an existing pension scheme,investor.pension-declaration-transfer-in-declarations-point-five:I understand and accept that once the transfer has completed, that where the whole of the transferring scheme benefits have been transferred, I will have no entitlement to benefits under the transferring scheme or, where there has been a partial transfer of benefits from the transferring scheme, I will have no entitlement to benefits under the transferring scheme in relation to the part transferred.,investor.pension-declaration-contribution-declarations-point-two-a:I am under age 75 and am a relevant UK individual (see Note 1, below).,investor.client-account-pension-crystallisation-header:Crystallised amount,investor.client-setup-personal-details-empty-nationality:Please select an additional Nationality,investor.client-setup-personal-details-remove-nationality-button:Remove,investor.client-footer-kfd:KFD,investor.profile-view-edit-national-identifier-concat-notice:Based on your nationality/nationalities, the system has automatically generated an identification code for you.,investor.client-agreement-link-text:You last reviewed and agreed to these terms on,investor.client-agreement-terms-and-conditions-title:Platform Terms & Conditions,investor.client-agreement-jisa-link-message-one:View the JISA Terms and Key Features,investor.client-agreement-jisa-content-list-intro:I declare that:,investor.client-agreement-jisa-content-list-item-six:I have not subscribed and will not subscribe to another JISA of this type for this child*,investor.client-agreement-jisa-content-declaration-list-item-one:To hold the childs subscriptions, JISA investments, interest, dividends and any other rights or proceeds in respect of those investments and cash, and,investor.client-agreement-isa-content-summary-one:For your own benefit and protection you should read our Terms & Conditions carefully before committing to an investment. If you do not understand any points please ask us for further information. When you use our services we will take this as acceptance and agreement of our terms, and you will be bound by them.,investor.agreement-page-title:Check your details and sign,investor.client-agreement-jisa-intro-two:Please note if you have subscribed to another stocks and shares Junior ISA in this tax year but have transferred all the current year subscriptions from that Junior ISA to this Junior ISA, you can agree to this statement.,investor.pension-declaration-member-declaration-point-three:To the best of my knowledge, the details provided by me in this application are correct and complete. I understand that it is a serious offence to give false statements and that doing so could lead to prosecution. I agree that this declaration and the other information provided by me in this application shall be the basis of the contract between me and the Scheme.,investor.pension-declaration-general-declarations-list-item-one:Terms and Conditions (T&Cs),investor.pension-declaration-general-declarations-notice-four:I understand that death benefits are payable by Gaudi Trustees Limited to my beneficiaries as determined at the discretion of Gaudi Regulated Services Ltd, who will take into account my Nominations but cannot be bound by them. I declare that I nominate all individuals detailed as Nominees on my pension account, for the purposes of allowing them to receive death benefits in the form of Flexi-Access Drawdown, if applicable.,investor.pension-declaration-cancellation-rights-header:Your Cancellation Rights,investor.pension-declaration-transfer-in-declarations-point-four:I authorise my transferring pension scheme(s), Gaudi Regulated Services Ltd, any employer paying contributions to a transferring pension scheme, any financial adviser I may appoint and any other relevant third party to obtain from and release to each other, any information that is necessary to enable the transfer to take place.,investor.pension-declaration-contribution-declarations-point-two-d-ii:the date which is 30 days after the occurrence of that event.,investor.pension-declaration-contribution-declarations-point-five-sub-header-point-one-d:you or your spouse have, for that tax year, general earnings from overseas Crown employment subject to UK tax (as defined by section 28 of the Income Tax (Earnings and Pensions) Act 2003 (ITEPA).,investor.pension-declaration-contribution-declarations-point-four:I understand and acknowledge that once contributions have been received into my pension plan, they cannot generally be refunded other than as an Excess Contribution Lump Sum Payment or I cancel my pension plan within the 30 day cancellation period.,investor.pension-declaration-transfer-in-declarations-point-two:I understand that where any benefits being transferred are in capped drawdown they will only be accepted on the basis that they will be immediately converted to flexi-access drawdown. I also understand that if I draw any income via flexi-access drawdown I will become subject to the Money Purchase Annual Allowance, if I am not already subject to it. I hereby instruct that any capped drawdown benefits are converted to flexi-access drawdown upon receipt.,investor.pension-declaration-contribution-declarations-point-one-c:The declaration in b) is correct, to the best of my knowledge and belief.,investor.account-third-party-pension-fullname:Third Party Pension,investor.pension-declaration-contribution-declarations-point-two-b-ii:my relevant UK earnings (see Note 4, below) in that tax year.,investor.pension-declaration-contribution-declarations-point-eight-sub-header-point-one-a:Pension income.,investor.pension-declaration-member-declaration-point-one:I will advise the Intuitive Pension Account Administration Team in writing within 30 days, if I cease to be a United Kingdom relevant individual.,investor.pension-declaration-contribution-declarations-point-eight-sub-header-point-one-d:The first £30,000 of a redundancy payment.,investor.client-setup-national-identifier-loading-label:Loading, please wait...,investor.client-setup-national-identifier-identifier-format-sublabel:The format of {identifier} is {example},investor.client-agreements-title:Terms & Conditions and Declarations,investor.client-agreement-terms-and-conditions-link-message:View the Platform Terms & Conditions,investor.client-agreement-pension-title:Pension Declaration,investor.client-agreement-pension-list-item-three:Were resident in the UK at some time during the five tax years immediately before the tax year in question and were also resident in the UK when you joined the pension plan,investor.client-agreement-jisa-content-summary-two:I apply to subscribe for a Junior ISA (JISA) for the child for the current tax year and each successive year until further notice, if I do not subscribe in a tax year I will be required to agree to this declaration again before I can subscribe again.,investor.client-agreement-jisa-content-list-item-five:The child is resident in the UK, or is a UK Crown servant or dependant of a UK Crown servant,investor.client-agreement-isa-content-declaration-list-intro:I authorise the ISA manager:,investor.client-agreement-isa-content-declaration-list-item-three:To make on my behalf any claims to relief from tax in respect of ISA investments.,investor.pension-declaration-general-declarations-header:General Declarations,investor.pension-declaration-contribution-declarations-point-eight-sub-header-point-one-b:Dividends.,investor.pension-declaration-financial-advice-declarations-notice:I hereby authorise both Gaudi Regulated Services Ltd and Gaudi Trustees Limited to accept instructions on my behalf from my Financial Adviser as detailed in my application.\n\nI agree to the adviser charges contained in my application and hereby authorise and instruct to pay them to my Financial Adviser, in accordance with the terms and conditions, from the funds held in my account.\n\nI understand that these authorities will remain in force until I inform, in writing, to the contrary.\n\nI understand I will only pay these charges if my Financial Adviser is appropriately authorised by the Financial Conduct Authority and has agreed to the Financial Adviser Terms of Business.\n\nI acknowledge and accept that Gaudi Regulated Services Ltd and Gaudi Trustees Limited do not provide financial, investment, tax, legal or any other form of advice and the services provided do not extend to financial advice under the terms of the Financial Services and Markets Act 2000.,investor.pension-declaration-contribution-declarations-point-eight-sub-header-point-two-c:Most rental income.,investor.pension-declaration-information-declarations-point-two:I confirm that the address I have provided to open my pension account is my permanent residential address and that I will inform my financial adviser of my new address within 30 days should it change. I will also inform them within 30 days if I change my name.,investor.pension-declaration-information-declarations-point-three:I confirm that if I have not flexibly accessed any benefits from any other pension arrangements, that if I do flexibly access any pension benefits, I will inform my financial adviser of the date benefits were flexibly accessed within 30 days. I understand that I would become subject to the Money Purchase Annual Allowance from the date I first flexibly accessed any benefits.,investor.app-menu-portfolio:Portfolio,investor.client-setup-personal-details-select-nationality:Select Nationality,investor.client-setup-national-identifier-gb-notice:National Insurance Number accepted as National Identifier,investor.client-setup-national-identifier-unavailable-eti-notice:In order to access exchange-traded instruments, you will need to provide one of the above identifiers.,investor.client-setup-review-additional-nationalities:Additional Nationalities,investor.client-agreement-isa-content-list-footer:* If you have subscribed to another stocks and shares ISA in this tax year but have transferred all the current year subscriptions from that ISA to this ISA, you can agree to this statement.,investor.client-agreement-terms-and-conditions-list-item-one:Platform Services - a description of what you can do on the platform,investor.client-agreement-pension-intro:This is to confirm that you are eligible to join the Scheme and claim tax relief,investor.client-agreement-pension-list-item-two:Are resident in the United Kingdom at some time during that tax year or,investor.client-agreement-jisa-title:JISA Declaration,investor.client-agreement-jisa-content-summary-one:For your own benefit and protection you should read our Terms & Conditions carefully before committing to an investment. If you do not understand any points please ask us for further information. When you use our services we will take this as acceptance and agreement of our terms, and you will be bound by them.,investor.client-agreement-jisa-content-list-item-two:I have parental responsibility for that child,investor.client-agreement-jisa-content-list-item-nine:I will not knowingly make subscriptions to JISAs for this child that will result in the subscription limit being exceeded,investor.client-agreement-isa-content-list-item-three:I have not subscribed/made payments, and will not subscribe/make payments, more than the overall subscription/payment limit in total to a cash ISA, a stocks and shares ISA, an innovative finance ISA, and a Lifetime ISA in the same tax year;,investor.client-agreement-isa-content-list-item-four:I have not subscribed and will not subscribe to another stocks and shares ISA in the same tax year that I subscribe to this stocks and shares ISA *;,investor.client-agreement-isa-intro-one:This is to confirm that you are eligible to subscribe to your ISA. Your ISA subscriptions to all ISAs must remain within the overall ISA subscription limit in each tax year.,investor.pension-declaration-intro-point-two:The next steps to set up your pension plan are:,investor.pension-declaration-general-declarations-point-two:I authorise Gaudi Trustees Limited and Gaudi Regulated Services Ltd to open such accounts as required in order to action my investment instructions made on my account and agree to the terms and charges of these accounts.,investor.pension-declaration-contribution-declarations-point-one-d:I will give notice to my financial adviser if an event occurs, as a result of which I will no longer be entitled to relief on contributions, under section 188 of Finance Act 2004 for example, I cease to be a relevant UK individual (see Note 1, below). I will give this notice by the later of:,investor.pension-declaration-intro-point-one:Thank you for your recent application to establish a pension.,investor.pension-declaration-contribution-declarations-point-five-sub-header-point-one:You are a relevant UK individual for a given tax year if you:,investor.pension-declaration-contribution-declarations-point-five-sub-header-point-two:If you fall within category b), c) or d) above and you do not have relevant UK earnings, the maximum member contribution is the basic amount (see Note 3, below).,investor.pension-declaration-contribution-declarations-point-eight-sub-header-point-four-d:Patent income, where the individual alone or jointly devised the invention for which the patent in question is granted, but only if it falls under specific tax categories.,investor.pension-declaration-information-declarations-notice:I understand that the operation of my pension plan relies on email communications and I confirm I will maintain the email address I have provided, monitor it regularly and inform immediately if I change my email address.\n\nI confirm that the address I have given in the application is my permanent residential address and that I will inform of my new address within 30 days should it change. I will also inform within 30 days if I change my name.\n\nI confirm that if I have not flexibly accessed any benefits from any other pension arrangements, that if I do flexibly access any pension benefits I will inform of the date benefits were flexibly accessed within 30 days. I understand that I would become subject to the Money Purchase Annual Allowance from the date I first flexibly accessed any benefits.\n\nI understand that if I have any Lifetime Allowance protection(s) or enhancements it is my responsibility to provide evidence of the relevant protection(s) to avoid some or all of a Lifetime Allowance Charge that may apply. I confirm that I will inform if I should lose or have revoked any Lifetime Allowance protections or enhancements I may have. I give my authority for my protection details I supply to be checked with HM Revenue & Customs.\n\nI give my permission for my personal data to be processed in accordance with the Privacy Statement contained in the Key Features Document and the General Data Protection Regulations.\n\nI agree to the carrying out of checks to establish proof of my identity and residence, and those of a third party or my employer, where contributions are to be paid by either of them. Should these checks prove unsatisfactory, I understand that I will be required to provide proof of identity that is deemed satisfactory before my application can be accepted.,investor.pension-declaration-contribution-declarations-point-eight-sub-header-point-two-d:The first £30,000 of a redundancy payment.,investor.pension-declaration-general-declarations-point-one:I apply to become a member of the Scheme and agree to be bound by the Rules of that Scheme as set out in the Terms and Conditions, which may be amended from time to time. A copy of the Rules is available on request. I confirm that I have read and understood the following documents that together form the contract I am agreeing to enter into through opening my pension account:,investor.pension-declaration-contribution-declarations-point-eight-sub-header-point-three-link-text:https://www.gov.uk/hmrc-internal-manuals/pensions-tax-manual/ptm044100#earnings.,investor.pension-declaration-information-declarations-point-one:I understand that the operation of my pension plan relies on email communications and I confirm I will maintain the email address I have provided, monitor it regularly and inform my financial adviser immediately if I change my email address.,investor.pension-declaration-intro-point-list-item-three:If you do not understand any point within the linked documents and declarations, or if you have any questions, please get in touch with your adviser,investor.client-setup-personal-details-nationality:Nationality,investor.client-setup-personal-details-country-of-domicile:Country of Domicile,investor.client-setup-personal-details-additional-nationality:Additional Nationality,investor.client-setup-national-identifier-details-aside-info:In order to access exchange-traded instruments such as Equities, ETFs and Investment Trusts, a national identifier must be supplied. When required, depending on nationality, requests for additional information will be presented here.,investor.client-agreement-isa-content-summary-two:I apply to subscribe for a Stocks & Shares ISA for the current tax year and each successive year until further notice. If I do not subscribe in a tax year I will be required to agree to this declaration again before I can subscribe.,investor.client-agreement-isa-content-list-item-six:For my own benefit and protection I have been given the opportunity to read the Terms and Conditions carefully and have had any questions I had concerning them answered to my satisfaction;,investor.client-agreement-isa-content-list-item-seven:I agree to the Terms and Conditions; and,investor.pension-kfd-url:https://p1-im.co.uk/app/uploads/2021/10/Intuitive-Pension-Account-Key-Features-Document-11.06.2020.pdf,investor.client-agreement-pension-link-key-feature:View the Pension Key Features,investor.client-agreement-jisa-link-key-feature:View the JISA Key Features,investor.client-account-details-product-status-drawdown-confirmed:Drawdown,investor.pension-declaration-transfer-in-declarations-point-one:I confirm that I wish to transfer the pension benefits from my transferring pension scheme(s), as detailed in the recommendation from my adviser, into my new account and instruct all relevant parties to proceed with arranging those transfers.,investor.pension-declaration-required-missing-data-error-toast:Unable to accept Pension Declaration. Please log out and log back in and then try accepting the Pension Declaration.,investor.pension-declaration-online-access-notice-one:You can access your pension online. The main function of your online access will be the ability to access and view all correspondence that is generated on behalf of your pension account.\n\nAny communications, whether they be emails, telephone conversations, faxes or letters that are generated in relation to your pension account will be loaded onto your personal Communication Record. You have access to your Communication Record 24 hours a day, 7 days a week which means you can choose as and when you want to catch up with what has been happening on your pension account.\n\nWhilst you can login whenever you want, we will send you an email whenever anything is added to your Communication Record.\n\nThis Communication Record is also a great way to speed up certain processes on which we may require your signature (in the case of a transfer from an existing pension plan into your pension account (for instance). In instances where we do require your signature we will simply ask you, through your Communication Record, to print the specific document, sign it and then to return it to us. The fact we havent posted the document to you means we can reduce the amount of time it takes for us to respond to the transferring scheme. In these instances we will alert you by inserting CLIENT ACTION REQUIRED into the subject of that communication.\n\nWe hope you find the online offering provides you with the assurance you require in understanding the current position of your pension account.,investor.client-account-details-status-header:Status: ,investor.pension-declaration-information-declarations-point-six:I agree to the carrying out of checks to establish proof of my identity and residence, and those of a third party or my employer, where contributions are to be paid by either of them. Should these checks prove unsatisfactory, I understand that I will be required to provide proof of identity that is deemed satisfactory before my pension account opening can be accepted.,investor.pension-declaration-contribution-declarations-point-six-sub-header-point-one:This means the total gross contributions that you make each tax year to all the registered pension schemes of which you are a member. In the case of contributions to a relief at source scheme such as this pension plan, it means the full contributions, that is, the net contributions plus the amount of tax relief we collect from HMRC and add to the pension plan.,investor.client-setup-personal-details-date-of-birth:Date of Birth,investor.client-setup-personal-details-add-nationality-button:Add Nationality,investor.client-setup-national-identifier-notice:Please select at least one Nationality,investor.client-setup-review-no-additional-nationalities:No additional Nationalities selected,investor.client-account-remaining-jisa-allowance-header:Remaining JISA Allowance,investor.client-setup-personal-details-additional-empty-nationality:Please select an additional Nationality,investor.client-agreement-pension-list-item-four:You or your spouse have, for that tax year, general earnings from overseas Crown employment,investor.client-agreement-jisa-link-message-two:View the JISA Declaration,investor.client-agreement-jisa-content-list-item-seven:I am not aware that this child has another JISA of this type,investor.client-agreement-jisa-content-declaration-list-intro:I authorise the ISA manager:,investor.client-agreement-jisa-content-declaration-list-item-two:To make on the childs behalf any claims to relief from tax in respect of JISA investments.,investor.client-agreement-jisa-content-declaration-list-item-four:I confirm that to the best of my belief the information in this form is true.,investor.client-agreement-jisa-content-footer:I declare that this application form has been completed to the best of my knowledge and belief. I will notify you without delay of changes to these particulars.,investor.client-agreement-isa-content-title:Stocks & Shares ISA Declaration,investor.client-agreement-isa-content-list-item-one:All subscriptions made, and to be made, belong to me;,investor.client-agreement-isa-content-list-item-five:I am resident in the United Kingdom for tax purposes or, if not so resident, either perform duties which, by virtue of Section 28 of Income Tax (Earnings & Pensions) Act 2003 (Crown employees serving overseas), are treated as being performed in the United Kingdom, or I am married to, or in a civil partnership with, a person who performs such duties. I will inform my platform provider or Seccl Custody Limited if I cease to be so resident or to perform such duties or be married to, or in a civil partnership with, a person who performs such duties;,investor.client-agreement-pension-link-declaration:View the Pension Declaration,investor.pension-declaration-transfer-in-declarations-notice:I confirm that I wish to transfer the pension benefits from my transferring pension scheme(s), detailed in my application, into my new account and instruct all relevant parties to proceed with arranging those transfers.\n\nI authorise and instruct my transferring pension scheme(s) to transfer sums and assets under the scheme(s), as detailed in my application, directly to Gaudi Regulated Services Ltd and to provide any instructions and/or discharge forms required to complete the transfer(s).\n\nI authorise my transferring pension scheme(s), Gaudi Regulated Services Ltd, any employer paying contributions to a transferring pension scheme, any financial adviser I may appoint and any other relevant third party to obtain from and release to each other, any information that is necessary to enable the transfer to take place.\n\nI understand and accept that once the transfer has completed, that where the whole of the transferring scheme benefits have been transferred, I will have no entitlement to benefits under the transferring scheme or, where there has been a partial transfer of benefits from the transferring scheme, I will have no entitlement to benefits under the transferring scheme in relation to the part transferred.\n\nI understand that until this application is accepted and complete, Gaudi Regulated Services Ltd’s responsibility is limited to the return of the total payment(s) to the transferring scheme(s).\n\nI accept responsibility in respect of any claims, losses, expenses, additional tax charges or any penalties that Gaudi Regulated Services Ltd and the transferring scheme(s) may incur as a result of any incorrect, untrue or misleading information in this application or given by me, or on my behalf, or of any failure on my part to comply with any aspect of this application. This includes where I have been asked to provide any original policy document(s) in return for the transfer of funds and I am unable to do so.,investor.pension-declaration-financial-advice-declarations-point-two:I agree to the adviser charges applied to my account and hereby authorise and instruct to pay them to my Financial Adviser, in accordance with the Terms and Conditions, from the funds held in my account.,investor.pension-declaration-transfer-in-declarations-point-three:I authorise my financial adviser to instruct my transferring pension scheme(s) to transfer sums and assets under the scheme(s) directly to Gaudi Regulated Services Ltd and to provide any instructions and/or discharge forms required to complete the transfer(s).,investor.valuation-statement-message-link:Download the valuation statement,investor.pension-declaration-information-declarations-header:Information Declarations,investor.pension-declaration-contribution-declarations-point-eight-sub-header-point-four-b:Income derived from the carrying on or exercise of a trade, profession or vocation (whether individually or as a partner acting personally in a partnership) chargeable under Part 2 Income Tax (Trading and Other Income) Act 2005.,investor.pension-declaration-contribution-declarations-point-one:I understand that contributions which are not eligible for UK pension relief at source tax relief cannot be paid into this pension plan. If contributions are paid to my pension on which tax relief is sought, I declare that:,investor.pension-declaration-member-declaration:I declare that:,investor.pension-declaration-confirm-total-contribution-point-two:The basic amount of £3,600.00,investor.pension-declaration-contribution-declarations-point-eight-sub-header:Note 4: Relevant UK earnings,investor.pension-declaration-required-logoff-button:Log off,investor.pension-declaration-contribution-declarations-point-two-d:I will give notice if an event occurs, as a result of which I will no longer be entitled to relief on contributions, under section 188 of Finance Act 2004 for example, I cease to be a relevant UK individual (see Note 1, below). I will give this notice by the later of:,investor.pension-declaration-contribution-declarations-point-five-sub-header-point-one-a:have relevant UK earnings (see Note 4, below) chargeable to income tax for that tax year; or,investor.pension-declaration-general-declarations-point-five:I understand that under the Terms and Conditions I am only entitled to receive money from my pension plan as an ‘Authorised Payment’. I agree that if an ‘Unauthorised Payment’ is made from my pension plan I will indemnify Gaudi Regulated Services Ltd for any charges levied by HM Revenue & Customs.,investor.pension-declaration-confirm-total-contribution-notice:\Total\ contributions refers to the total gross contributions that you make each tax year to all the registered pension schemes of which you are a member. So in the case of contributions to a relief at source scheme, it means the full contributions; that is, the net contributions plus the amount of tax refunded under relief at source.\n\nBefore paying a net contribution you must confirm, by accepting this declaration, the following:\n\n\The Total contributions to any registered pension scheme in respect of which I am entitled to receive tax relief, will not exceed the higher of the basic amount or 100% of relevant UK earnings\\n\nBy doing this you declare that you will not make a relief at source contribution that is above your tax relief limit or the higher of:,investor.client-account-details-product-status-drawdown-pending:Drawdown requested,investor.pension-declaration-transfer-in-declarations-point-seven:I accept responsibility in respect of any claims, losses, expenses, additional tax charges or any penalties that Gaudi Regulated Services Ltd and the transferring scheme(s) may incur as a result of any incorrect, untrue or misleading information in this application or given by me, or on my behalf, or of any failure on my part to comply with any aspect of this application. This includes where I have been asked to provide any original policy document(s) in return for the transfer of funds and I am unable to do so.,investor.client-setup-national-identifier-details:National Identifier,investor.client-setup-national-identifier-identifier-input-label:Provide {identifier} for {nationality},investor.client-setup-national-identifier-identifier-checkbox-label:I do not have {identifier},investor.client-setup-review-home-phone:Home phone number,investor.client-agreement-terms-and-conditions-intro:Our terms & conditions outline the service provided and the rules and regulations that govern it.,investor.client-agreement-isa-link-key-feature:View the ISA Key Features,investor.agreement-page-subtitle:Please check your personal details, then scroll to agree to the platform Terms & Conditions.,investor.client-agreement-isa-intro-two:Please note if you have subscribed to another stocks and shares ISA in this tax year but have transferred all the current year subscriptions from that ISA to this ISA, you can agree to this statement.,investor.client-agreement-jisa-content-list-footer:* If you have subscribed to another JISA in this tax year but have transferred all the current year subscriptions from that JISA to this JISA, you can agree to this statement.,investor.client-agreement-terms-and-conditions-list-item-two:Costs and Charges - a summary of what you will pay to use the platform (please note these are subject to change),investor.client-agreement-jisa-content-declaration-list-item-three:I agree to the Terms and Conditions and I consent to both the child’s and my own personal data being used in accordance with these them.,investor.gaudi-correspondence-url-success-toast:The pension correspondence is being downloaded,investor.valuation-statement-url-success-toast:The valuation statement is being downloaded,investor.pension-declaration-intro-header:Member Declaration,investor.pension-declaration-financial-advice-declarations-header:Financial Advice Declarations,investor.pension-declaration-contribution-declarations-point-three:I understand and acknowledge that if I have Enhanced or Fixed Lifetime Allowance protection this will be lost if a contribution is made to this pension plan or any other pension plan and it is my responsibility if this occurs. I understand and acknowledge that once contributions have been received into my pension plan, they cannot generally be refunded other than as an Excess Contribution Lump Sum Payment or I cancel my pension plan within the 30 day cancellation period.,investor.pension-declaration-required-accept-button:Please click this link to confirm you agree the declarations above and wish to proceed with your application,investor.pension-declaration-intro-point:Thank you for your recent account opening to establish a pension, submitted by your financial adviser. The next steps to set up your pension plan are:,investor.pension-declaration-confirm-total-contribution-existing-policy-notice:Where you are transferring from an existing policy - you are confirming you wish to transfer your existing pension benefits from the pension scheme, detailed in your application, into the Intuitive Pension Account.\n\nThe declaration will also act as your authority for your existing product provide to provide the Intuitive Pension Account Administration Team with any information that they require about your membership of the above scheme.\n\nIf you do not understand any point, please ask for further information - our contact details are above.\n\nI confirm I have read, understood and agree to this declaration.\n\nI confirm I have read, understood and agree to my Personal Illustration, Terms & Conditions and Key Features of the Plan.\n\nI authorise and instruct you to transfer funds from the transferring scheme(s) as listed in the \Transferring Scheme Details\ section of this application directly to the Intuitive Pension Account. Where you have asked me to give you any original policy document(s) in return for the transfer of funds and I am unable to do so, I promise that I will be responsible for any losses and / or expenses which are the result, and which a reasonable person would consider to be the probable result, of any untrue, misleading or inaccurate information deliberately or carelessly given by me, or on my behalf, either in this form or with respect to benefits from the transferring scheme(s).\n\nI authorise the transferring scheme(s) to release all necessary information to the Intuitive Pension Account to enable the transfer of funds to the Intuitive Pension Account.\n\nI authorise you to obtain from and release to any financial adviser named in this application any additional information that may be required to enable the transfer of funds.\n\nIf an employer is paying contributions to any of the transferring scheme(s) as listed in the \Contribution Details\ section of this application, I authorise you release to that employer any relevant information in connection with the transfer of funds from the relevant transferring scheme(s).\n\nUntil this application is accepted and complete, the Intuitive Pension Accounts responsibility is limited to the return of the total payment(s) to the transferring scheme(s).\n\nWhere the payment(s) made to the Intuitive Pension Account represents all of the funds under the transferring scheme(s) listed in the \Transferring Scheme Details\ section of this application, then payment made as instructed will mean that I shall no longer be entitled to receive pension or other benefits from the transferring scheme(s) listed.\n\nWhere the payment(s) made to the Intuitive Pension Account represents part of the funds under the transferring scheme(s) listed in the \Transferring to your SIPP\ section of this application, then payment made as instructed will mean that I shall no longer be entitled to receive pension or other benefits from that part of the transferring scheme(s) represented by the payment(s).\n\nI promise to accept responsibility in respect of any claims, losses and expenses that the Intuitive Pension Account and the transferring scheme(s) may incur as a result of any incorrect information provided by me in this application of or any failure on my part to comply with any aspect of this application.,investor.pension-declaration-contribution-declarations-point-eight-sub-header-point-three:As you must declare that your contributions in excess of the basic amount will not exceed your relevant UK earnings in any given tax year, if you are in any doubt as to whether earnings, on which you are reliant to justify the amount of contribution being paid, are relevant UK earnings, then you should consult your financial adviser.,investor.pension-declaration-general-declarations-point-four:I understand that death benefits are payable by Gaudi Trustees Limited to my beneficiaries as determined at the discretion of Gaudi Regulated Services Ltd, who will take into account my Nominations but cannot be bound by them. I declare that I nominate all individuals detailed as Nominees on my pension account, for the purposes of allowing them to receive death benefits in the form of Flexi-Access Drawdown, if applicable.,investor.pension-declaration-online-access-point-one:You can access your pension online. The main function of your online access will be the ability to access and view all correspondence that is generated on behalf of your pension account.,investor.pension-declaration-transfer-in-declarations-point-six:I understand that until this pension account opening is accepted and complete, Gaudi Regulated Services Ltd’s responsibility is limited to the return of the total payment(s) to the transferring scheme(s).,investor.pension-declaration-contribution-declarations-point-one-b:The total of the contributions paid (see Note 2, below) to this Scheme and to other registered pension schemes, in respect of which I am entitled to tax relief, under section 188 of Finance Act 2004, will not exceed, in any tax year, the higher of:,investor.client-setup-personal-details-national-insurance-number:National Insurance Number,investor.client-setup-personal-details-home-phone-number:Home Telephone Number,investor.client-setup-personal-details-additional-nationalities-checkbox:Do you have multiple nationalities?,investor.client-setup-national-identifier-concat-notice:Based on your nationality/nationalities, the system has automatically generated an identification code for you. This has been stored in our records.,investor.profile-view-edit-additional-nationality:Additional Nationality,investor.client-agreement-terms-and-conditions-list-item-three:Custody terms - this explains the services you agree for the custodian to provide to you,investor.client-agreement-terms-and-conditions-list-item-four:ISA Terms- this explains the agreement you have with SECCL for them to provide you with access to a stock and shares ISA,investor.client-agreement-pension-link-message:View the Pension Declaration,investor.client-agreement-isa-list-item-one:This is to confirm that you are eligible to subscribe to your ISA and have not paid into another ISA of the same type in the current tax year.,investor.client-agreement-jisa-content-title:Stocks and Shares Junior ISA Declaration,investor.client-agreement-jisa-content-list-item-four:I will be the registered contact for the JISA,investor.client-agreement-jisa-content-list-item-eight:I am not aware of other JISA subscriptions that will result in this child exceeding the annual limit,investor.client-agreement-isa-content-declaration-list-item-one:To hold my cash subscription, ISA investments, interest, dividends and any other rights or proceeds in respect of those investments and any other cash;,investor.client-agreement-isa-content-declaration-list-item-two:To give effect to my instructions in accordance with the Terms and Conditions; and,investor.client-agreement-isa-content-footer:I declare that this application form has been completed to the best of my knowledge and belief. I will notify you without delay of changes to these particulars.,investor.client-agreement-jisa-link-declaration:View the JISA Declaration,investor.client-agreement-jisa-intro-one:This is to confirm that any regular or single subscriptions paid for not exceed Junior ISA subscription for the children below.,investor.pension-declaration-contribution-declarations-point-eight-sub-header-point-five:The above is not a complete list of relevant earnings. As you must declare that your contributions in excess of the basic amount will not exceed your relevant UK earnings in any given tax year, if you are in any doubt as to whether earnings, on which you are reliant to justify the amount of contribution being paid, are relevant UK earnings, then you should seek professional advice.,investor.pension-declaration-contribution-declarations-point-five-sub-header:Note 1: Relevant UK individual,investor.client-account-details-product-status-accumulation:Accumulation,investor.pension-declaration-online-access-point-two:Any communications in relation to your pension account will be available on your Message Hub. You have access to your Message Hub 24 hours a day, 7 days a week which means you can choose as and when you want to catch up with what has been happening on your pension account.,investor.pension-declaration-general-declarations-notice-five:I understand that under the Terms and Conditions I am only entitled to receive money from my pension plan as an ‘Authorised Payment’. I agree that if an ‘Unauthorised Payment’ is made from my pension plan I will indemnify Gaudi Regulated Services Ltd for any charges levied by HM Revenue & Customs.,investor.pension-declaration-contribution-declarations-header:Contribution Declarations – these apply at any point contributions are paid,investor.pension-declaration-online-access-header:Online Access,investor.pension-declaration-online-access-point-four:The information you provide in this application and the declarations you agree to are used in dealings with HM Revenue & Customs for tax relief purposes. It is a serious offence to make false statements with penalties being severe. False statements could lead to prosecution. Please note you’ll be able to access a copy of this text, the T&Cs and the KFD at this ,investor.pension-declaration-confirm-total-contribution-point-one:100% of your relevant UK earnings, or,investor.pension-declaration-intro-point-two-c:If you do not understand any point within the linked documents and declarations, or if you have any questions, please get in touch.,investor.pension-declaration-intro-point-list-item-two:Then to read these declarations, which ask you to confirm some important information which we will rely on to run your pension plan correctly,investor.pension-declaration-contribution-declarations-point-seven-sub-header-point-one:The basic amount is currently £3,600 (including tax relief) and has remained at that amount since 2006. It may be changed by legislation in the future.,investor.pension-declaration-financial-advice-declarations-point-one:I hereby authorise both Gaudi Regulated Services Ltd and Gaudi Trustees Limited to accept instructions on my behalf from my appointed Financial Adviser as agreed in the platform terms.,investor.pension-declaration-contribution-declarations-point-one-d-ii:the date which is 30 days after the occurrence of that event.,investor.profile-view-edit-your-details:Your Details,investor.profile-view-edit-national-identifier:National Identifier,investor.client-account-details-pension-status-header:Pension Status: ,investor.client-agreements-subtitle:Please read and agree to the following documents.,investor.client-agreement-checkbox-label:I agree,investor.client-agreement-pension-list-item-one:Have relevant UK earnings chargeable to income tax for that tax year or,investor.client-agreement-isa-title:ISA Declaration,investor.client-agreement-isa-link-message-one:View the ISA Terms and Key Features,investor.client-agreement-isa-link-message-two:View the ISA Declaration,investor.client-agreement-jisa-list-item-one:This is to confirm that any regular or single subscriptions paid do not exceed Junior ISA subscription term for:,investor.client-agreement-jisa-content-list-item-one:I am 16 years of age or over,investor.client-agreement-jisa-content-list-item-three:The child does not have a Child Trust Fund account,investor.client-agreement-isa-content-list-intro:I declare that:,investor.client-agreement-isa-content-list-item-two:I am 18 years of age or over;,investor.client-agreement-isa-content-list-item-eight:I consent to my personal data being used in accordance with the Terms and Conditions.,investor.isa-kfd-url:https://p1-im.co.uk/p1-platform-important-information/p1-isa-kfd/ ,investor.jisa-kfd-url:https://p1-im.co.uk/p1-platform-important-information/p1-isa-kfd/ ,investor.client-agreement-isa-link-declaration:View the ISA Declaration,investor.gaudi-correspondence-message-link:Download you pension correspondence,investor.new-account-pension-declaration-agreement-seccl:\n div>\n section>\n div>\n section>\n h3>b> {schemeName} Declaration /b>/h3>\n /section>\n section>\n p>\n I apply to become a member of the Scheme and agree to be bound by the\n rules of the Scheme as set out in the Terms and Conditions which may\n be amended from time to time.\n /p>\n /section>\n section>\n p>\n I have read and understood the Terms and Conditions and Key Features\n documents that together form the legally binding agreement to open my\n pension account.\n /p>\n /section>\n section>\n p>\n I understand a trustee is appointed for the SIPP and owns the cash and\n investments within my SIPP but holds them for my benefit. I acknowledge\n that Seccl Custody Limited has been appointed to hold custody of the\n cash and investments in accordance with the trust deed and rules.\n /p>\n /section>\n section>\n p>\n If I do not understand any point within the linked documents and\n declarations, or have any questions, I will get in touch with my\n adviser before proceeding.\n /p>\n /section>\n section>\n b>p>I authorise:/p>/b>\n ul>\n li>\n p>\n Seccl Custody Limited to administer and arrange my investments held within my\n pension that I or my financial adviser may request on my behalf. I\n also authorise Seccl Custody Limited to transfer money to and from bank accounts\n for the purposes of facilitating my pension.\n /p>\n /li>\n li>\n p>\n Any correspondence or documentation to be sent to the message hub\n in respect of my pension instead of by post (unless legally\n required to do so).\n /p>\n /li>\n /ul>\n /section>\n section>\n b>p>I confirm that:/p>/b>\n ul>\n li>\n p>\n Seccl Custody Limited has not provided me with any advice under\n the terms of the Financial Services and Markets Act 2000.\n /p>\n /li>\n li>\n p>\n I have read the Privacy statement contained in the Terms and\n Conditions Document and give my permission for my personal data to\n be processed as described in this statement and the General Data\n Protection Regulations.\n /p>\n /li>\n li>p>I will tell you in writing within 30 days if:/p>/li>\n ul>\n li>\n p>\n There is a change to my name, permanent residential address or\n residency status;\n /p>\n /li>\n li>p>I am made bankrupt; or/p>/li>\n li>\n p>\n There are any changes to the information provided in my\n application as soon as I am aware that what is stated is no\n longer true and complete.\n /p>\n /li>\n /ul>\n /ul>\n /section>\n section>\n h3>\n b>\n Transfer-in Declarations – these apply to any transfers into this\n pension plan from an existing pension scheme\n /b>\n /h3>\n /section>\n section>\n p>\n I authorise, instruct and apply to the current provider(s) to transfer sums and assets from the plan(s),\n as listed in my application directly to the Seccl Personal Pension Plan and to provide any instructions\n and/or discharge required by any relevant third party to do so.\n /p>\n /section>\n section>\n p>\n I accept that in order to comply with regulatory obligations, Seccl Custody Limited\n and the current provider(s) may need to verify my identity and residential address\n and may use credit reference agency searches and ask for my documents to verify my\n identity and address.\n /p>\n /section>\n section>\n p>\n Until this application is accepted and complete, Seccl Custody Limited’s\n responsibility is limited to the return of total payment(s) to the current provider(s).\n /p>\n /section>\n section>\n p>\n When payment is made to Seccl Custody Limited as instructed, this means that I shall no\n longer be entitled to receive pension benefits from the whole of the plan(s) listed\n where the whole of the plan(s) is transferring, or that part of the plan(s) represented\n by the payment(s) if only part of the plan(s) is transferring.\n /p>\n /section>\n section>\n p>\n I have read the information provided or made available to me by the current provider(s) in\n connection with the transfer(s) and have considered if there are any benefits or options I\n may lose as a result of the transfer(s).\n /p>\n /section>\n section>\n p>\n I confirm that I have provided only true and accurate information in applying for the transfer(s).\n I understand that Seccl Custody Limited and the current provider(s) cannot accept responsibility,\n and are not liable, for any losses resulting from untrue, incorrect or misleading information\n that I provide, or from any failure on my part to comply with any aspect of this application.\n /p>\n /section>\n section>\n p>\n I authorise Seccl Custody Limited, the current provider, any contributing Employer and any\n Financial Adviser named in this application to obtain from each other, and release to each\n other, any information that may be required to enable the transfer of sums and assets to\n Seccl Custody Limited.\n /p>\n /section>\n section>\n p>\n I accept that the benefits to be provided by the Seccl Personal Pension Plan may be in a\n different form and of a different amount from those which would have been payable by the\n current provider, and there is no statutory requirement on the Seccl Personal Pension Plan\n to provide for any guaranteed benefits to survivors, out of the transfer payment.\n /p>\n /section>\n section>\n p>\n I understand that where any benefits being transferred are in capped drawdown they will\n only be accepted on the basis that they will be immediately converted to flexi-access drawdown.\n I also understand that if I draw any income via flexi-access drawdown I will become subject to\n the Money Purchase Annual Allowance, if I am not already subject to it. I hereby instruct that\n any capped drawdown benefits are converted to flexi-access drawdown upon receipt.\n /p>\n /section>\n section>\n h3>b> Contribution Declarations /b>/h3>\n /section>\n section>\n p>If contributions are to be paid I declare that:/p>\n /section>\n section>\n ol>\n li>\n p>\n I am under age 75 and a relevant UK individual under section 189 of the Finance Act 2004 or I am aged 75 or over and am not entitled to tax relief. \n /p>\n /li>\n li>\n p>\n The total of the client contributions paid to this Scheme and to\n other registered pension schemes, in respect of which I am\n entitled to tax relief, under section 188 of Finance Act 2004,\n will not exceed, in any tax year, the higher of:\n /p>\n /li>\n ul>\n li>\n p>\n The basic amount in that tax year (currently £3,600 gross); or\n /p>\n /li>\n li>\n p>\n 100% of my relevant UK earnings (as defined in section 189 of\n Finance Act 2004 in that tax year).\n /p>\n /li>\n /ul>\n /ol>\n /section>\n section>\n p>\n I will give notice to Seccl Custody Limited as scheme administrator if an\n event occurs, as a result of which I will no longer be entitled to\n relief on contributions, under section 188 of Finance Act 2004. I will\n give this notice by the later of:\n /p>\n /section>\n section>\n ol>\n li>p>End of the tax year in which the event occurs; and/p>/li>\n li>p>30 days after the event./p>/li>\n /ol>\n /section>\n section>\n p>I understand and acknowledge that:/p>\n /section>\n section>\n ol>\n li>\n p>\n I understand that it is my responsibility to inform HMRC through\n my self-assessment tax return of the pension contributions made to\n all pension schemes and that contributions in excess of the annual\n allowance or money purchase annual allowance (MPAA) will normally\n mean I will be subject to a tax charge at my marginal rate of tax.\n /p>\n /li>\n li>\n p>\n Once contributions have been received into my pension plan, they\n can only be refunded in line with HMRC rules or if I cancel my\n pension plan within the 30 day cancellation period.\n /p>\n /li>\n /ol>\n /section>\n section>\n p>b>I understand that:/b>/p>\n /section>\n section>\n ul>\n li>\n p>\n Checks will be carried out to establish proof of my identity and\n residence, and those of a third party or my employer, where\n contributions are to be paid by either of them. Should these\n checks prove unsatisfactory, I will be required to provide proof\n of identity that is deemed satisfactory before my pension account\n opening can be accepted.\n /p>\n /li>\n li>\n p>\n If I enter into an adviser charges agreement, I authorise and\n request Seccl Custody Limited to pay adviser charges on my behalf from the funds\n held in my account, until otherwise instructed.\n /p>\n /li>\n li>\n p>\n Adviser charges will only be paid if my financial adviser is\n authorised by the Financial Conduct Authority and has agreed to\n the financial adviser terms of business.\n /p>\n /li>\n /ul>\n /section>\n section>\n p>\n I declare that, to the best of my knowledge and belief, all the\n information I have supplied including any other documents completed in\n relation to my application, and the statements made in this\n declaration are, to the best of my knowledge and belief, correct,\n complete and not misleading.\n /p>\n /section>\n /div>\n /section>\n /div>\n ,investor.new-account-isa-declaration-title:Stocks & Shares ISA Declaration,investor.new-account-jisa-declaration-agreement:\n section>\n p>\n For your own benefit and protection you should read our Terms &\n Conditions carefully before committing to an investment. If you do not\n understand any points please ask us for further information. When you use\n our services we will take this as acceptance and agreement of our terms, and\n you will be bound by them.\n /p>\n p>\n I apply to subscribe for a Junior ISA (JISA) for the child. The child\n named in the application will be the beneficial owner of the account.\n /p>\n section>\n p>I declare that:/p>\n ul>\n li>p>I am 16 years of age or over/p>/li>\n li>p>I have parental responsibility for that child/p>/li>\n li>p>The child does not have a Child Trust Fund account (CTF)/p>/li>\n li>p>I will be the registered contact for the JISA/p>/li>\n li>\n p>\n The child is resident in the UK, or is a UK Crown servant or dependant\n of a UK Crown servant\n /p>\n /li>\n li>\n p>\n I have not subscribed and will not subscribe to another JISA of this\n type for this child*\n /p>\n /li>\n li>\n p>I am not aware that this child has another JISA of this type/p>\n /li>\n li>\n p>\n I am not aware of other JISA subscriptions that will result in this\n child exceeding the annual limit\n /p>\n /li>\n li>\n p>\n I will not knowingly make subscriptions to JISAs for this child that\n will result in the subscription limit being exceeded\n /p>\n /li>\n /ul>\n /section>\n section>\n p>\n *\n i>\n If the child has a CTF or another JISA of this type, you can only subscribe to this JISA after you\n transfer the existing CTF/ JISA to us.\n /i>\n /p>\n p>I authorise the ISA manager:/p>\n ul>\n li>\n p>\n To hold the childs subscriptions, JISA investments, interest,\n dividends and any other rights or proceeds in respect of those\n investments and cash, and\n /p>\n /li>\n li>\n p>\n To make on the childs behalf any claims to relief from tax in respect\n of JISA investments.\n /p>\n /li>\n li>\n p>\n I agree to the Terms and Conditions and I consent to both the child’s\n and my own personal data being used in accordance with these them.\n /p>\n /li>\n li>\n p>\n I confirm that to the best of my belief the information in this form\n is true.\n /p>\n /li>\n /ul>\n /section>\n section>\n p>\n I declare that the application form has been completed to the best of my\n knowledge and belief. I will notify you without delay of changes to these\n particulars.\n /p>\n /section>\n /section>\n ,investor.new-account-jisa-declaration-title:Junior ISA Declaration,investor.new-account-pension-declaration-agreement-gaudi:\n div>\n section>\n div>\n section>\n h3>b> Member Declaration /b>/h3>\n /section>\n section>\n p>\n Thank you for your recent account opening to establish a pension,\n submitted by your financial adviser. The next steps to set up your\n pension plan are:\n /p>\n /section>\n section>\n ol>\n li>\n p>\n To read the linked documents, which can be found u>a href\//{termsUrl}\ target\_blank\>here/a>/u>\n /p>\n /li>\n li>\n p>\n Then to read these declarations, which ask you to confirm some\n important information which we will rely on to run your pension\n plan correctly\n /p>\n /li>\n li>\n p>\n If you do not understand any point within the linked documents and\n declarations, or if you have any questions, please get in touch\n with your adviser\n /p>\n /li>\n li>\n p>\n Once you are happy to accept all of the declarations and wish to\n proceed with your pension account opening, please confirm this at\n the bottom of the page, which we will take as your formal\n acceptance of those declarations, the Terms and Conditions and\n other supporting documents\n /p>\n /li>\n /ol>\n /section>\n /div>\n hr />\n div>\n section>\n h3>b> General Declarations /b>/h3>\n /section>\n section>\n p>\n I apply to become a member of the Scheme and agree to be bound by the\n Rules of that Scheme as set out in the Terms and Conditions, which may\n be amended from time to time. A copy of the Rules is available on\n request. I confirm that I have read and understood the following\n documents that together form the contract I am agreeing to enter into\n through opening my pension account:\n /p>\n section>\n ul>\n li>\n p>\n a href\//{termsUrl}\ target\_blank\>Terms and Conditions (T&Cs)/a>\n /p>\n /li>\n li>\n p>\n a href\//{pensionKfdUrl}\ target\_blank\>Key Features Document (KFD)/a>\n /p>\n /li>\n /ul>\n /section>\n section>\n p>\n I authorise Gaudi Trustees Limited and Gaudi Regulated Services Ltd\n to open such accounts as required in order to action my investment\n instructions made on my account and agree to the terms and charges\n of these accounts.\n /p>\n /section>\n section>\n p>\n I confirm that, to the best of my knowledge and belief, all of the\n information I have supplied in relation to my account opening is\n correct and complete and I accept the responsibility to advise of\n any incorrect information I become aware of.\n /p>\n /section>\n section>\n p>\n I understand that death benefits are payable by Gaudi Trustees\n Limited to my beneficiaries as determined at the discretion of Gaudi\n Regulated Services Ltd, who will take into account my Nominations\n but cannot be bound by them. I declare that I nominate all\n individuals detailed as Nominees on my pension account, for the\n purposes of allowing them to receive death benefits in the form of\n Flexi-Access Drawdown, if applicable.\n /p>\n /section>\n section>\n p>\n I understand that under the Terms and Conditions I am only entitled\n to receive money from my pension plan as an ‘Authorised Payment’. I\n agree that if an ‘Unauthorised Payment’ is made from my pension plan\n I will indemnify Gaudi Regulated Services Ltd for any charges levied\n by HM Revenue & Customs.\n /p>\n /section>\n /section>\n /div>\n hr />\n div>\n section>\n h3>b> Information Declarations /b>/h3>\n /section>\n section>\n p>\n I understand that the operation of my pension plan relies on email\n communications and I confirm I will maintain the email address I have\n provided, monitor it regularly and inform my financial adviser\n immediately if I change my email address.\n /p>\n /section>\n section>\n p>\n I confirm that the address I have provided to open my pension account\n is my permanent residential address and that I will inform my\n financial adviser of my new address within 30 days should it change. I\n will also inform them within 30 days if I change my name.\n /p>\n /section>\n section>\n p>\n I confirm that if I have not flexibly accessed any benefits from any\n other pension arrangements, that if I do flexibly access any pension\n benefits, I will inform my financial adviser of the date benefits were\n flexibly accessed within 30 days. I understand that I would become\n subject to the Money Purchase Annual Allowance from the date I first\n flexibly accessed any benefits.\n /p>\n /section>\n section>\n p>\n I understand that if I have any Lifetime Allowance protection(s) or\n enhancements it is my responsibility to provide evidence of the\n relevant protection(s) to avoid some or all of a Lifetime Allowance\n Charge that may apply. I confirm that I will inform my financial\n adviser if I should lose or have revoked any Lifetime Allowance\n protections or enhancements I may have. I give my authority for my\n protection details I supply to be checked with HM Revenue &\n Customs.\n /p>\n /section>\n section>\n p>\n I give my permission for my personal data to be processed in\n accordance with the Privacy Statement contained in the Terms and\n Conditions Document and the General Data Protection Regulations.\n /p>\n /section>\n section>\n p>\n I agree to the carrying out of checks to establish proof of my\n identity and residence, and those of a third party or my employer,\n where contributions are to be paid by either of them. Should these\n checks prove unsatisfactory, I understand that I will be required to\n provide proof of identity that is deemed satisfactory before my\n pension account opening can be accepted.\n /p>\n /section>\n /div>\n hr />\n div>\n section>\n h3>b> Financial Advice Declarations /b>/h3>\n /section>\n section>\n p>\n I hereby authorise both Gaudi Regulated Services Ltd and Gaudi\n Trustees Limited to accept instructions on my behalf from my appointed\n Financial Adviser as agreed in the platform terms.\n /p>\n /section>\n section>\n p>\n I agree to the adviser charges applied to my account and hereby\n authorise and instruct to pay them to my Financial Adviser, in\n accordance with the Terms and Conditions, from the funds held in my\n account.\n /p>\n /section>\n section>\n p>\n I understand that these authorities will remain in force until I\n inform Gaudi, in writing, to the contrary.\n /p>\n /section>\n section>\n p>\n I understand I will only pay these charges if my Financial Adviser is\n appropriately authorised by the Financial Conduct Authority and has\n agreed to the Financial Adviser Terms of Business.\n /p>\n /section>\n section>\n p>\n I acknowledge and accept that Gaudi Regulated Services Ltd and Gaudi\n Trustees Limited do not provide financial, investment, tax, legal or\n any other form of advice and the services provided do not extend to\n financial advice under the terms of the Financial Services and Markets\n Act 2000.\n /p>\n /section>\n /div>\n hr />\n div>\n section>\n h3>\n b>\n Transfer-in Declarations – these apply to any transfers into this\n pension plan from an existing pension scheme\n /b>\n /h3>\n /section>\n section>\n p>\n I confirm that I wish to transfer the pension benefits from my\n transferring pension scheme(s), as detailed in the recommendation from\n my adviser, into my new account and instruct all relevant parties to\n proceed with arranging those transfers.\n /p>\n /section>\n section>\n p>\n I understand that where any benefits being transferred are in capped\n drawdown they will only be accepted on the basis that they will be\n immediately converted to flexi-access drawdown. I also understand that\n if I draw any income via flexi-access drawdown I will become subject\n to the Money Purchase Annual Allowance, if I am not already subject to\n it. I hereby instruct that any capped drawdown benefits are converted\n to flexi-access drawdown upon receipt.\n /p>\n /section>\n section>\n p>\n I authorise my financial adviser to instruct my transferring pension\n scheme(s) to transfer sums and assets under the scheme(s) directly to\n Gaudi Regulated Services Ltd and to provide any instructions and/or\n discharge forms required to complete the transfer(s).\n /p>\n /section>\n section>\n p>\n I authorise my transferring pension scheme(s), Gaudi Regulated\n Services Ltd, any employer paying contributions to a transferring\n pension scheme, any financial adviser I may appoint and any other\n relevant third party to obtain from and release to each other, any\n information that is necessary to enable the transfer to take place.\n /p>\n /section>\n section>\n p>\n I understand and accept that once the transfer has completed, that\n where the whole of the transferring scheme benefits have been\n transferred, I will have no entitlement to benefits under the\n transferring scheme or, where there has been a partial transfer of\n benefits from the transferring scheme, I will have no entitlement to\n benefits under the transferring scheme in relation to the part\n transferred.\n /p>\n /section>\n section>\n p>\n I understand that until this pension account opening is accepted and\n complete, Gaudi Regulated Services Ltd’s responsibility is limited to\n the return of the total payment(s) to the transferring scheme(s).\n /p>\n /section>\n section>\n p>\n I accept responsibility in respect of any claims, losses, expenses,\n additional tax charges or any penalties that Gaudi Regulated Services\n Ltd and the transferring scheme(s) may incur as a result of any\n incorrect, untrue or misleading information in this application or\n given by me, or on my behalf, or of any failure on my part to comply\n with any aspect of this application. This includes where I have been\n asked to provide any original policy document(s) in return for the\n transfer of funds and I am unable to do so.\n /p>\n /section>\n /div>\n hr />\n div>\n section>\n h3>\n b>Contribution Declarations – these apply at any point contributions\n are paid/b>\n /h3>\n /section>\n section>\n p>\n I understand that contributions which are not eligible for UK pension\n relief at source tax relief cannot be paid into this pension plan. If\n contributions are paid to my pension on which tax relief is sought, I\n declare that:\n /p>\n /section>\n section>\n ol>\n li>\n p>\n I am under age 75 and am a relevant UK individual (see Note 1,\n below).\n /p>\n /li>\n li>\n p>\n The total of the contributions paid (see Note 2, below) to this\n Scheme and to other registered pension schemes, in respect of\n which I am entitled to tax relief, under section 188 of Finance\n Act 2004, will not exceed, in any tax year, the higher of:\n /p>\n /li>\n ul>\n li>\n p>the basic amount in that tax year (see Note 3, below); or/p>\n /li>\n li>\n p>\n my relevant UK earnings (see Note 4, below) in that tax year.\n /p>\n /li>\n /ul>\n li>\n p>\n The declaration in b) is correct, to the best of my knowledge and\n belief.\n /p>\n /li>\n li>\n p>\n I will give notice to my financial adviser if an event occurs, as\n a result of which I will no longer be entitled to relief on\n contributions, under section 188 of Finance Act 2004 for example,\n I cease to be a relevant UK individual (see Note 1, below). I will\n give this notice by the later of:\n /p>\n /li>\n ul>\n li>\n p>\n 5th April in the year of assessment in which the event occurs;\n and\n /p>\n /li>\n li>\n p>\n the date which is 30 days after the occurrence of that event.\n /p>\n /li>\n /ul>\n /ol>\n /section>\n section>\n p>\n I understand and acknowledge that if I have Enhanced or Fixed Lifetime\n Allowance protection this will be lost if a contribution is made to\n this pension plan or any other pension plan and it is my\n responsibility if this occurs. I understand and acknowledge that once\n contributions have been received into my pension plan, they cannot\n generally be refunded other than as an Excess Contribution Lump Sum\n Payment or I cancel my pension plan within the 30 day cancellation\n period.\n /p>\n /section>\n h3>b> Note 1: Relevant UK individual /b>/h3>\n p>You are a relevant UK individual for a given tax year if you:/p>\n section>\n ol>\n li>\n p>\n have relevant UK earnings (see Note 4, below) chargeable to income\n tax for that tax year; or\n /p>\n /li>\n li>\n p>\n are resident in the United Kingdom at some time during that tax\n year; or\n /p>\n /li>\n li>\n p>\n were resident in the UK at some time during the five tax years\n immediately before the tax year in question and were also resident\n in the UK when you joined the pension plan; or\n /p>\n /li>\n li>\n p>\n you or your spouse have, for that tax year, general earnings from\n overseas Crown employment subject to UK tax (as defined by section\n 28 of the Income Tax (Earnings and Pensions) Act 2003 (ITEPA).\n /p>\n /li>\n /ol>\n p>\n If you fall within category b), c) or d) above and you do not have\n relevant UK earnings, the maximum member contribution is the basic\n amount (see Note 3, below).\n /p>\n /section>\n h3>b> Note 2: Total contributions /b>/h3>\n section>\n p>\n This means the total gross contributions that you make each tax year\n to all the registered pension schemes of which you are a member. In\n the case of contributions to a relief at source scheme such as this\n pension plan, it means the full contributions, that is, the net\n contributions plus the amount of tax relief we collect from HMRC and\n add to the pension plan.\n /p>\n /section>\n h3>b> Note 3: The basic amount /b>/h3>\n section>\n p>\n The basic amount is currently £3,600 (including tax relief) and has\n remained at that amount since 2006. It may be changed by legislation\n in the future.\n /p>\n /section>\n h3>b> Note 4: Relevant UK earnings /b>/h3>\n section>\n p>\n As a general rule most income that is earned and assessable for income\n tax in the UK counts as relevant UK earnings. Income that generally\n does not count, includes:\n /p>\n /section>\n section>\n ul>\n li>p>Pension income./p>/li>\n li>p>Dividends./p>/li>\n li>p>Most rental income./p>/li>\n li>p>The first £30,000 of a redundancy payment./p>/li>\n li>\n p>\n Income earned in the UK but not subject to UK income tax due to a\n double taxation agreement with another country where you are\n liable for tax.\n /p>\n /li>\n /ul>\n /section>\n section>\n p>\n Examples of earnings that count as relevant UK earnings can be found\n on the HMRC website.\n /p>\n /section>\n section>\n p>\n As you must declare that your contributions in excess of the basic\n amount will not exceed your relevant UK earnings in any given tax\n year, if you are in any doubt as to whether earnings, on which you are\n reliant to justify the amount of contribution being paid, are relevant\n UK earnings, then you should consult your financial adviser.\n /p>\n /section>\n /div>\n hr />\n div>\n section>\n h3>b> Your Cancellation Rights /b>/h3>\n /section>\n section>\n p>\n You have a legal right to cancel your account opening within 30 days\n of the first payment being received into your pension.\n /p>\n /section>\n section>\n p>\n If you do wish to cancel your account opening, your Message Hub, as\n detailed below, contains a Cancellation Form which you should sign and\n return.\n /p>\n /section>\n /div>\n hr />\n div>\n section>\n h3>b> Online Access /b>/h3>\n /section>\n section>\n p>\n You can access your pension online. The main function of your online\n access will be the ability to access and view all correspondence that\n is generated on behalf of your pension account.\n /p>\n /section>\n section>\n p>\n Any communications in relation to your pension account will be\n available on your Message Hub. You have access to your Message Hub 24\n hours a day, 7 days a week which means you can choose as and when you\n want to catch up with what has been happening on your pension account.\n /p>\n /section>\n section>\n p>\n We hope you find the online offering provides you with the assurance\n you require in understanding the current position of your pension\n account.\n /p>\n /section>\n section>\n b>p>\n The information you provide in this application and the declarations\n you agree to are used in dealings with HM Revenue & Customs for\n tax relief purposes. It is a serious offence to make false\n statements with penalties being severe. False statements could lead\n to prosecution. Please note you’ll be able to access a copy of this\n text, the T&Cs and the KFD at this\n u>a href\//{termsUrl}\ target\_blank\>link./a>/u>\n /p>/b>\n /section>\n /div>\n /section>\n /div>\n ,investor.client-agreement-pension-provider-intro:Below, you can find the Pension Key Features and Pension Declaration links for the pension account:,investor.pension-kfd-url-gaudi:https://p1-im.co.uk/p1-platform-important-information/gaudi-pension-kfd/,investor.faq-url:/faq,investor.profile-view-edit-bank-disabled:To update your bank details, please contact your adviser and provide a recent bank statement.,investor.client-wizard-restricted-flow:You are unable to perform this action on this account, please speak to your adviser,investor.retirement-packs-message-subject:Your retirement options,investor.retirement-packs-message-body:Please find details about the retirement options available to you from your pension attached. As always, we recommend that you seek guidance from the Pension Wise service, or speak to a financial adviser to understand your options at retirement before you make any decisions.,investor.retirement-packs-message-link:Download your retirement options pack document,investor.retirement-packs-url-success-toast:Your document is being downloaded,investor.retirement-packs-url-error-toast:Your document failed to download, please try again,investor.allow-client-to-view-faqs:false,investor.bce-statement-message-link:Download your BCE statement,investor.bce-statement-url-success-toast:The BCE statement is being downloaded,investor.pension-portfolio-group-accumulation:Accumulation,investor.pension-portfolio-group-drawdown:Drawdown,investor.pension-portfolio-group-beneficiary:Beneficiary drawdown,investor.pension-portfolio-group-transfer:Drawdown transfer,investor.flexi-access-notification-url-success-toast:Your document is being downloaded,investor.flexi-access-notification-url-error-toast:Your document failed to download, please try again\,,investor.flexi-access-notification-message-body:Please read the attached flexible access statement.,investor.flexi-access-notification-message-subject:Flexible access statement,investor.flexi-access-notification-message-link:Flexible access statement,investor.pension-savings-statement-message-link:Download your pension savings statement,investor.pension-savings-statement-url-success-toast:The pension savings statement is being downloaded,investor.annual-pension-statement-message-subject:Annual pension statement,investor.annual-pension-statement-message-body:Your annual pension statement is now available to view,investor.annual-pension-statement-message-link:Download your pension statement,investor.annual-pension-statement-url-success-toast:Your pension statement is being downloaded,investor.stakeholder-toggle-label:Stakeholder:,investor.stakeholder-of-toggle-label:Stakeholder of:,investor.annual-pension-statement-illustration-message-link:Download your drawdown illustration,investor.annual-pension-statement-illustration-url-success-toast:Your drawdown illustration is being downloaded,investor.new-account-joint-gia-declaration-title:Joint GIA Declaration,investor.new-account-joint-gia-declaration-agreement:div>p>For your own benefit and protection, you should read our Terms & Conditions carefully before committing to open a Joint General Investment Account (GIA). If you do not understand any points please ask us for further information. When you use our services, we will take this as acceptance and agreement of our terms, and you will be bound by them./p>p>I / we declare that:/p>ul>li>p>I / we wish to open a Joint GIA {withOtherClientName}/p>/li>li>p>I / we accept that instructions can be placed by either account holder to the full value of the account./p>/li>li>p>I / we accept that the bank account linked to the client marked as lead will be used for any withdrawals/p>/li>li>p>I / we agree to the Terms and Conditions./p>/li>li>p>I / we am 18 years of age or over./p>/li>li>p>I / we are resident in the United Kingdom for tax purposes or, if not so resident, either perform duties which, by virtue of Section 28 of Income Tax (Earnings & Pensions) Act 2003 (Crown employees serving overseas), are treated as being performed in the United Kingdom, or I am married to, or in a civil partnership with, a person who performs such duties./p>/li>li>p>I am / we are not resident in the USA and agree to notify the ISP immediately if I / we become resident in the USA./p>/li>li>p>I / we will inform our platform provider or Seccl Custody Limited if I cease to be so resident or to perform such duties or be married to, or in a civil partnership with, a person who performs such duties./p>/li>li>p>For my / our own benefit and protection, I have been given the opportunity to read the Terms and Conditions carefully and have had any questions I had concerning them answered to my satisfaction./p>/li>li>p>I / we consent to our personal data being used in accordance with the Terms and Conditions./p>/li>li>p>Seccl Custody Limited has not provided me with any advice under the terms of the Financial Services and Markets Act 2000./p>/li>li>p>I / we agree to provide transfer authorisation to transfer our current Joint GIA./p>/li>li>p>I / we also request and consent to any transfers and authorise the release of details about the transfer from my/our current Joint GIA provider./p>/li>li>p>I / we have read the Privacy statement contained in the Terms and Conditions Document and give my permission for my personal data to be processed as described in this statement and the General Data Protection Regulations./p>/li>li>p>I / we declare that the application form has been completed to the best of my / our knowledge and belief./p>/li>li>p>I / we will notify you without delay of changes to these particulars./p>/li>/ul>/div>,investor.client-agreement-joint-gia-title:Joint GIA Declaration,investor.client-agreement-joint-gia-intro:This is to confirm you have read and understand the Joint GIA declaration including the terms and conditions. These documents set out how the product will operate and how we will hold these assets between the owners. Please read the below declaration and tick the box when you agree.,investor.client-agreement-joint-gia-link-declaration:View the joint GIA declaration,investor.client-agreement-joint-gia-declaration-title:Joint GIA Declaration,investor.tax-pack-message-link:Download the tax pack,investor.tax-pack-url-success-toast:The tax pack is being downloaded,investor.pension-kfd-url-seccl:https://p1-im.co.uk/p1-platform-important-information/p1-pension-kfd/}window.__webpack_public_path__ https://djpcvf2hnlal4.cloudfront.net/bundle/;window.WEBSITE_ASSETS_ROOT https://djpcvf2hnlal4.cloudfront.net/bundle/;window.ROUTER_BASENAME /;/script>script idclientSideScript noncea4c73463-4abe-4b9f-8a48-dcd1646f960c>const isIe (/MSIE d|Trident.*rv:/.test(navigator.userAgent))const dataDomain window.location.hostnameconst aggregatorDomain aggregator-investor-prod.seccl.techif (isIe) { document.write(script srchttps://djpcvf2hnlal4.cloudfront.net/bundle/corejs-b1acd0e2.js noncea4c73463-4abe-4b9f-8a48-dcd1646f960c>\/script>);}/script>!-- client -->script srchttps://djpcvf2hnlal4.cloudfront.net/bundle/client-bba97239.js noncea4c73463-4abe-4b9f-8a48-dcd1646f960c>/script>/body>/html>
View on OTX
|
View on ThreatMiner
Please enable JavaScript to view the
comments powered by Disqus.
Data with thanks to
AlienVault OTX
,
VirusTotal
,
Malwr
and
others
. [
Sitemap
]