Invest With Us: Personal Investing

Our onboarding process is simple and straightforward, whilst also following all required rules and regulations. Become a new client today and take the first step to the future by following the four-step process below. Existing investors can modify their investment or amend their data or debit order via the useful forms below.

Step 1

Complete, print and sign the relevant application form (individual or legal entity).

Step 2

Send the signed form along with the identification documentation listed on page 1 to:

Step 3

You will receive your account information via email from Follow the instructions in the email to deposit your investment into your account.

Step 4

Once your investment has been processed you will receive a confirmation statement from 27four Collective Investments. You will receive regular periodic statements thereafter

Acting on behalf of investor

Form to use by guardians or persons with Powers of Attorney.

Additional Application Form

For existing customers wishing to make an additional investment.

Security Cession Notice

Form to use when you intend to use your investment as collateral e.g. for a loan.

Debit Order Instruction Form

Form to use when changing the details of your debit order.

Withdrawal Form

Form to use when triggering a one off withdrawal of part or all of your investment.

Prowess - Switch Form

To switch part or all of your investment from one fund to another

Useful Form for Existing Investors

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