Which investor profile should I choose?

The first choice is in relation to the type of account you wish to set up:

  • An Individual (Here, you can bolt on an ISA account once opened)
  • A company
  • A Trust / Pension Account

Once you have selected one of the above, you will then be asked to categorise as one of the following.

  • Certified High Net Worth Individual
  • Self-Certified Sophisticated Investor
  • Restricted Investor
The descriptions of each of these are provided as you go through the registration process.  Select the one that best describes you, your company or trust / pension.

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