Charteris - Treasury Portfolio Managers Limited

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Discretionary Investment Management

Charteris can be appointed to manage your money in many different capacities. Download the PDFs from our site, fill out the forms and return to Charteris.

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

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

Charteris W8Ben document for Individuals (PDF)

Charteris W8Ben-E document for Entities (PDF)

Anti-Money Laundering document (PDF)

Personal Pensions - SIPPs & SSAS

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

For the directors of small/medium sized companies the tax-efficiency and flexibility of a Small Self-Administered Scheme (SSAS) make it an obvious first choice for retirement planning. The IMA document allows you the freedom to download, fill in the details of your existing SIPP provider that you wish Charteris to manage your SIPP.

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 and Charteris is not giving any pension advice as to the suitability of this offering. 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