Charteris - Treasury Portfolio Managers Limited

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Charteris provides investment management services through the following products. Please download the relevant PDFs, fill out these forms and return to us by post at Charteris Treasury Portfolio Managers, 8/9 Lovat Lane, London, EC3R 8DW.

Discretionary Investment Management

Our discretionary service allows you to delegate the day-to-day management of your portfolio to Charteris’ professional investment managers.

For UK based clients please download:

Discretionary Service application form IMA (Investment Management Agreement) (PDF)

Anti-Money Laundering document (PDF)

For Non-UK based clients please download:

Discretionary Service application form IMA (Investment Management Agreement) (PDF)

Personal Pensions - SIPPs & SSAS

Your personal Self-Invested Pension Plan (SIPP) can be managed by Charteris offering a tax efficient way to save for your retirement.

For the directors of small/medium sized companies, a Small Self-Administered Scheme (SSAS) provides a tax-efficient and flexible vehicle for retirement planning.

If you wish Charteris to become the discretionary manager for your SIPP or SSAS, fill in the details of your existing SIPP provider in the IMA form below and post to the above address.

SIPP application form IMA (Investment Management Agreement) (PDF)

Charteris have negotiated a deal with Pension administrator Liberty ( to provide Charteris clients with a favourable annual charge versus the normal Liberty charge that is considerably higher. This is in the form of a direct application by the client to the SIPP administrator. Charteris does not give any pension advice as to the suitability of this service.
To take advantage of this, select the PDF form below with Liberty's information already filled out for your convenience.

Charteris Liberty SIPP application form (Investment Management Agreement) (PDF)

Liberty Option SIPP application form (PDF)

Liberty SIPP Fee Schedule (PDF)


A Charteris Individual Savings Account (ISA) allows you to put £20,000 per annum a (tax) year into an ISA and any returns you make from investments is free of tax. Either open a new account or switch your existing one to Charteris.

Charteris ISA application form (PDF)

Charteris ISA Transfer form (PDF)

Charteris Junior ISA Application form (PDF)

We can also manage AIM portfolios.

To see the Charteris Treasury Portfolio Managers presentation regarding our discretionary fund management side of the business please contact us via Phone (+44 (0)20 7220 9780) or Email

Other Important Forms

In order to include US securities inside your portfolio, you will need to complete the W8Ben form below.

Charteris W8Ben document for Individuals (PDF)

Charteris W8Ben-E document for Entities (PDF)