On this page, you will be able to download all of the documents you need in order to be able to use the Verbatim Managed Model Portfolio Service. You will need to download, complete and return the application form to us in order to view our models on your selected platforms.
Once complete, please return your application form to the below address. Alternatively, you can email a scanned copy of your completed form to: verbatimDM@waystone.com
Verbatim Discretionary Managers
20-22 Bedford Row
If you have opted to utilise the Transact platform, you will need to download and complete the TP002 form for each client. This form is the discretionary fee agreement that must be signed by each client and returned to Transact.