We know that providing advice can be time consuming and sometimes it may be in the best interests of you and your client to make small top-ups to their investments on a non-advised basis.
That’s why we provide an easy to use top-up service, through our online Customer Centre and app.
Clients can make additional contributions into their ISA or Collective Investment Account (CIA) in just two minutes, without the need for advice. It’s a simple process and any top-ups will be invested into their current portfolio.