IHT ISA Account (With Existing IHT or ISA Account)

If you have an existing IHT ISA account or an existing ISA account at another firm and you wish to transfer them to Canaccord Genuity Wealth Management, please complete the following forms and send them to Lauren Hurford at Canaccord Genuity Wealth Management, 41 Lothbury, London, EC2R 7AE.

IHT Application Form 

ISA Transfer Form

Terms of Business and Service Agreement

Supplementary Terms


 

These documents are updated on a regular basis. Please visit this site to obtain the latest version of the documents you require.

Important Information

Investment means that your capital is at risk and the value of investments can fall, therefore you may get back less than you invested.Past performance is no guide to future performance. There is no guarantee that the tax efficient nature of any investment will remain.