Agency Set Up
Indirect Relationship
We can interact with you either on the basis of ‘Agent as Client’, where we treat your firm as our client, or else on the basis of ‘Reliance on Others’, where the underlying client is our client. In both instances, you select an appropriate Investment Mandate based on your understanding of your client's needs and objectives, and at the outset and thereafter you act as our principal contact. This is what we call an 'indirect relationship'. You will be required to complete the appropriate agency application on this page.
Direct Relationship
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.
Brochures
Why Charles Stanley?
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.
Your local office
Your local Charles Stanley office can help advise you on a wide range of investment management services.
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We're always happy to help
Charles Stanley & Co. Limited
55 Bishopsgate
London, EC2N 3AS
020 7739 8200
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Charles Stanley
Heritage and independence.
When you invest with Charles Stanley, you can feel confident that your investments are backed by more than 200 years’ proven experience. We are independently owned so our interests lie with you, not others. And with over 20 offices across the UK, you can take advantage of a local presence, wherever you might be based.