You can open your Witan Wisdom ISA or Share Plan account online, or by post. Investors should read the Witan Wisdom Key Features and Terms and Conditions before making an investment.
Online
The online account service allows you to open an account, execute your own transactions and check the value of your portfolio. Click here to open an account online and select the New Client Application link if you are new customer. You will need your national insurance number and bank details to hand.
Existing customers wishing to register their account online should select the Register link.
Requirements – You will need to register for our online service and accept our online Terms & Conditions. Online dealing can only be undertaken if you have cleared funds on your account. Online dealing can be funded using your debit card online or you can send us a cheque by post.
Buying and Selling – You can either choose to deal live, straight through, at the prevailing market price or you can choose to be included in our aggregated bulk daily deal.
When – During London Stock Exchange’s opening hours for straight through or if you would like to deal through our bulk daily deal then you must place your order before 12:00 noon, if it is received after 12:00 noon it will be executed on the next business day.
Please note that there is a minimum and a maximum amount of shares that can be executed in any one go using the online straight through service. For further information, please see the Witan Wisdom Key Features.
Post
Print off the relevant product Application Form, or request a Witan Wisdom Brochure, complete and send to Witan Wisdom, PO Box 10550, Chelmsford CM99 2BA.
Buying – Include a cheque for lump sum amounts or set up a direct debit details for regular amounts.
Selling – Tell us how many shares you would like to sell or how much money you would like to raise. Include your account number.
Instructions – If we receive your instruction before 12:00 noon we will execute your instruction that day, if not we will execute the instruction on the next business day.
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Issued and approved by Witan Investment Services Limited. Witan Investment Services Limited is registered in England no. 5272533 of 14 Queen Anne’s Gate, London , SW1H 9AA. The VAT registration number for Witan Investment Services Limited is 863 5738 89. Witan Investment Services Limited provides investment products and services and is authorised and regulated by the Financial Services Authority. We may record telephone calls for our mutual protection and to improve customer service.
