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 office