Call the office on 020 8870 7072 or email info@seymoursinclair.co.uk

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Document Downloads

All the forms you need to set up an account and manage your investments.

Fidelity Adviser Solutions
Application Forms

Aegon
Application Forms

Disclosure
Documents

Seymour Sinclair Platform Application Form

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Re-registration & ISA Transfer Application

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Fidelity Switch Form

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Fidelity Change of Agent

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Fidelity Inherited ISA Form

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Fidelity Inherited ISA Allowance Form

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Selling in the event of the death of a Fidelity investor

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Seymour Sinclair Bed & ISA Request Form

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Seymour Sinclair Platform Application Form

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Re-registration & ISA Transfer Application

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Terms of Business

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Privacy Document

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Fidelity Adviser Solutions Client Terms

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Fidelity Adviser Solutions Online Client Terms

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Doing Business with Fidelity Adviser Solutions

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Fidelity Adviser Solutions Complaints Procedure

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Aegon Platform Key Information

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Aegon Terms & Conditions

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Your Capital is at Risk

Seymour Sinclair Investments Limited is authorised and regulated by the Financial Conduct Authority and offers an execution-only service. Past performance is not a reliable guide to future returns. Market and exchange-rate movements may cause the value of investments to go down as well as up. Yields will fluctuate and so income from investments is variable and not guaranteed. You may not get back the amount originally invested. Tax treatment depends of your individual circumstances and may be subject to change in the future. If you are unsure about the suitability of any investment you should seek professional advice. Whilst Seymour Sinclair provide product information, guidance and fund research we cannot recommend which of these products or funds, if any, are suitable for your particular circumstances and must leave that judgement to you. Before investing you must read the Seymour Sinclair and Platforms Terms and Conditions and it is important that you read the specific risk factors on the Key Investor Information Documents for the funds which you are considering investing in.

For non-platform business, where we can still give discounts, those discounts are subject to receipt of commission and may be subject to change if commission levels are altered. The information on this site is intended solely for the use of those people who are United Kingdom residents for tax and investment purposes.

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