Website Disclaimer

This website is for investment professionals only.

You are about to access the Suffolk Life website for investment professionals and financial advisers. This website should not be relied upon by private customers or any other persons.

If you are not an investment professional or financial adviser please click here to return to the customer website.

Remember I'm an investment professional or financial adviser

Directly in funds

Most investments that are not transacted via a stockbroker, investment manager or Cofunds will need to be arranged by an application form.

On receipt of you or your client's instruction and a blank application form, we will complete the application and issue it with payment to the fund manager of the investment. You will need to complete the adviser/agent section of the application including any dealing terms and/or commission applicable to the deal.

Your client should not sign the application form. Please complete only the details of the funds you wish to invest in and the monetary amounts.

The transaction fee will be 50 per deal.

Disclaimer

This information is intended for investment professionals and should not be relied upon by private customers or any other persons.