Investing With Us
Charteris provides a range of investment management options for clients, including a discretionary investment management service, Trusts, Charities, Pensions, funds (SIPP’s & SSAS), ISA’s and an IHT-mitigating service.
Filled and signed forms should be sent by post to:
Charteris Treasury Portfolio Managers, 8/9 Lovat Lane, London, EC3R 8DW
Discretionary Investment Management
For UK clients
For Non-UK clients
ISAs and Junior ISAs
Other Ways To Invest In Our Funds
Platforms offer an increasingly popular and simple way of accessing and managing investors’ investments. They allow investors to buy and sell investments simply online (sometimes at a discounted rate) and hold funds from a variety of fund managers in one place. We have linked up with a number of platforms to offer the funds, however if your platform does not have the funds available and you would like to invest, please get in touch.
Other Important Forms
In order to include US securities inside your portfolio, you will need to complete the W8Ben form.