Agency Set Up
Your local office
Your local Charles Stanley office can help advise you on a wide range of investment management services.
Select an officeYou can appoint yourself as an 'agent of the client', working with your Investment Manager to construct an appropriate Investment Mandate, based on your understanding of your client's needs and objectives, and continuing to act as our principal contact thereafter. This is what we call an 'indirect relationship'. You will be required to complete the appropriate agency application on this page.
Alternatively, you can 'introduce' your client to Charles Stanley for your Investment Manager to complete a risk profile and ascertain your client's needs and objectives before producing an Investment Mandate. This is what we call a 'direct relationship'. You will be required to complete the agency application on this page.
Charles Stanley is committed to providing you with peace of mind. While our terms of business are in operation and for a period of six months following their termination, we will not canvass, solicit or by any other means offer to supply any service that is competitive with your business to your Client – nor will we endeavour to entice your Client away. This applies to both routes for working with Charles Stanley, Indirect and Direct.
Your local Charles Stanley office can help advise you on a wide range of investment management services.
Select an officeInvestors should be aware that past performance is not a reliable indicator of future results and that the price of shares and other investments, and the income derived from them, may fall as well as rise and the amount realised may be less than the original sum invested.
Charles Stanley & Co. Limited is authorised and regulated by the Financial Conduct Authority and is a member of the London Stock Exchange.
Investors should be aware that past performance is not a reliable indicator of future results and that the price of shares and other investments, and the income derived from them, may fall as well as rise and the amount realised may be less than the original sum invested.
Our principal business remains as it was a century and more ago - the provision of a traditional, high quality service to the discerning private investor.
Investment management services for charities and charitable trusts
Our award-winning Investment Management Services, tailored to meet the personal requirements of your clients.
A bespoke investment strategy – managed by us and controlled by you.
Our award-winning Investment Management Services, tailored to meet the personal requirements of your clients.