Client Forms and Downloads

Somerset Smith Partners Portfolio Management services offer investors a service previously only viewed as being available to large institutional investors – whilst maintaining the flexibility that comes with having a personalised portfolio of investments.

The introduction of the FIN and FASTER system of recording ownership of securities has proved to be cumbersome and time consuming for many investors. Our Custodial Service handles all administration matters and can direct credit income from investments to any bank account so as to suit individual requirements. Investments are transferred and held in a specific nominee company which greatly reduces administration.

The use of direct investments does require an administration input from investors. If this matter is of concern, we recommend utilising our Custodial Service which handles all administration of a portfolio as well as providing regular monitoring of investments and subsequent reporting.

Find below the client forms you need to start connecting with Somerset Smith Partners today. Please feel free to download and complete, then return to a Somerset Smith Partners adviser.

Find below the client forms you need to start connecting with Somerset Smith Partners today.

Please feel free to download and complete, then return to a Somerset Smith Partners adviser.

Terms and Conditions DOWNLOAD

Identification Requirements DOWNLOAD

Somerset Smith Client Agreement for Individuals DOWNLOAD

Somerset Smith Partners Client Agreement for Businesses DOWNLOAD

Somerset Smith Client Agreement for Trusts DOWNLOAD