This will vary from person to person. If you are resident and bank in the UK it may not be necessary to send any further documentation. However you may be asked to provide further evidence of your identity or bank details.
Any investors choosing a USD$ Portfolio will be required to complete a W8 – the W8 form is provided by the Internal Revenue Service (IRS) to allow non-US persons to receive a reduced rate of taxation on any US-sourced income (including dividends, interest etc.) received from businesses registered or incorporated within the US.
There may also be other paperwork as a result of the FATCA requirements (Foreign Account Tax Compliance ACT).
Not at present.
Yes. You will need to send us a secure message instructing the portfolio to be sold and the new portfolio you wish to invest in.
You must ensure that the amount to be invested exceeds £10,000 for a GBP portfolio (if you are a UK investor with a UK bank account) otherwise it is £100,000, and it is $100,000 for a USD portfolio and €100,000 for a EUR portfolio.
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