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Private Client Application

Suitability: Know Your Customer Part:1

Private Client Application

At Marshall Sterling we offer various Products and Services and types of Accounts from Multi-Asset Execution Only, Stocks and Shares ISA, Self Invested Personal Pension (SIPP), through to Advisory and full Managed Discretionary Portfolio solutions. 

In order to ensure that we provide you with the most suitable solution or range of solutions, we will need to gather a little information on your desired product and service and your personal level of experience and attitude to risk.

If you would like to find out more, please use the form below to indicate your preference or call us on +44(0)845 86 23456 
You are able to select multiple choices. 

Please note not all our products and services are suitable for everyone or every geographic location. 

SERVICE REQUIREMENT

ACCOUNT TYPE
Please note SIPP and ISA account Tax treatment depends on individual circumstances and is subject to change.
You may be eligible, so please check with HMRC or your Independent Financial Advisor.

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