How to Apply & Useful Information

Here you can download the documents you need in order to be able to use the Verbatim Managed Model Portfolios. You will need to download, complete and return the forms to us in order for your account to be set up. Please ensure you return the forms to the correct addres to ensure that the processing of your application is not delayed.

RSMR

Once complete, please return this form to:

Verbatim Discretionary Managers,
73 New Bond Street,
London,
W1S 1RS

OR

You can email a scanned copy to VerbatimDM@HOSTCapital.co.uk.

Square Mile

Once complete, please return this form to:

Square Mile Investment Services
15 Old Bailey,
London,
EC4M 7EF

OR

You can email signed copy to jamie.farquhar@squaremileresearch.com.

Aviva - Terms of Business

You will need to download, read and agree to these Terms of Business in order to access the RSMR Models - in the Verbatim Model Portfolio Service on Aviva

Updated 02/07/18
Standard Life - Terms of Business

You will need to download, read and agree to these Terms of Business in order to access the RSMR Models - in the Verbatim Model Portfolio Service on Standard Life

Updated 02/07/18
Transact - Terms of Business

You will need to download, read and agree to these Terms of Business in order to access the RSMR Models - in the Verbatim Model Portfolio Service on Transact

Updated 02/07/18
Transact - TP2 Form

You will need to download and complete the Transact TP2 form in order to enable discretionary permissions.

Updated 02/07/18
Zurich - Terms of Business

You will need to download, read and agree to these Terms of Business in order to access the RSMR Models - in the Verbatim Model Portfolio Service on Zurich

Updated 02/07/18
Square Mile - Model Portfolio Service - Terms of Service

You will need to download, read and agree to these Terms of Business in order to access the Square Mile Models - in the Verbatim Model Portfolio Service on Aviva.

 

Updated 25/10/16
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