Open An Account

Developing a long term relationship with our investors is important to ensure we look after their needs at each and every stage of their life. 

At the beginning of our relationship we will ask you to complete a Client Application Pack. This will provide us with the information we need for assessing your risk appetite, understanding your individual requirements and investment objectives.

Copies of the Client Application Pack and account opening forms can be downloaded from the website or by contacting your local Investment Manager at one of our regional offices throughout the South and South West of England.

Please ensure you fill out the forms completely as we may not be able to advise you appropriately if there is insufficient information and the application may not be able to be processed in a timely manner.

Fast Track Application Form

For individuals wishing to have a single account. This form can be used in conjunction with the Supplementary Applicant Form an ISA Application Form and / or an ISA Transfer Authority Form. Download PDF version

Supplementary Applicant Form (SAF)

If there are more than 2 applicants for a particular account then each extra applicant must complete a SAF. When filling the form in please ensure the same Account Name is used in Section 1 as in the associated CAP. Download PDF version

Supplementary Account Opening Form (SAOF)

The SAOF is intended for existing account holders to add further accounts without having to repeat their details; where the account holder is the same legal entity (i.e. an individual (or joint), corporate or trust). Download PDF version

The Client Application Pack (CAP)

This is to be used for:

• Individuals/Joint Applicants
• Companies
• Trusts/Trustees

This form is for all new clients with one or two applicants. To add additional applicants to the same account please use the Supplementary Applicant Form (SAF). To add other accounts in the same name as the CAP, please complete the Supplementary Account Opening Form (SAOF). Download PDF version

The Stocks and Shares ISA Application Form

This allows you subscribe to a Stock and Shares ISA for the current tax year and must be completed in conjunction with either a CAP or SAOF. Download PDF version

ISA Transfer Authority Form

This must be completed along with a CAP if an ISA account has not yet been opened. If an ISA account already exists then the Transfer Authority Form can be completed with the relevant client account details written onto the form. Pershing will be responsible for ISA transfers in accordance with the client’s instructions. Download PDF version

Discretionary Managed Service

This service is for investors who require a tailored investment portfolio, suitable to meet their individual circumstances and investment objectives. With this service, you delegate the responsibility of managing your portfolio to Arjent Limited. Download PDF Version