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Intermediaries
Application forms and guidance

These applications should only be used by intermediaries to open accounts.

If you require any support or guidance completing these forms please contact your Client Engagement Manager. If you require mandates please contact the On-Boarding team.

Fund & Fund Related Structures

These forms are currently available for Intermediary introduced business in Jersey, Guernsey, Isle of Man, Gibraltar and United Kingdom.

If you are opening an account for the main fund, Collective Investment scheme (CIS) entity or a Co-Invest entity, you will be provided with various dropdowns for you to select depending whether the entity you are opening is a Limited Partnership, Limited Company or Unit Trust.

If you are opening an account associated with the overall fund structure e.g. General partner, SPV or Fund Manager, you will be provided with various dropdowns for you to select depending on whether the entity you are opening is a Limited Partnership, Limited Company, Limited Liability Partnership or a Unit Trust.

Limited Company & Trusts (excluding all Fund related structures)

These forms are currently available for Intermediary introduced business in Jersey, Guernsey, Isle of Man and Gibraltar.