Agency Set Up
Indirect Relationship
You 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.
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. This applies to both routes for working with Charles Stanley, Indirect and Direct.
Your local office
Your local Charles Stanley office can help advise you on a wide range of investment management services.
Select an officeGet in touch
We're always happy to help
Charles Stanley & Co. Limited
55 Bishopsgate
London, EC2N 3AS
020 7739 8200
Latest news & opinion
Last Week in the City: London gets Trumped
Garry White, Chief Investment Commentator, looks at the market-moving events that have shaped equity markets this week (2 – 6 December 2019).
A slowing world awaits direction
Global investors are awaiting policy decisions to help provide them with direction. John Redwood rounds up the issues.
Financial Adviser Services Awards 2019 – Investment Category
Charles Stanley was awarded the coveted Five-star Award in the Investment Category at the Financial Adviser Service Awards.
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.