How can we help?
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Do I need a ‘Terms of Business Agreement’ for every client?
No, just one ‘Terms of Business Agreement’ is needed per advice firm.
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How can I find out information (including valuations) regarding my client’s holdings with NS&I?
Please find information on how to access clients’ holdings with NS&I on the obtaining client information page.
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How is the Premium Bond prize fund calculated?
We hold a prize draw every month with two £1 million jackpots. We set the size of the prize fund by calculating one month’s interest on the total value of all eligible Bonds, at the annual prize fund interest rate. All prizes are free from UK Income Tax and Capital Gains Tax.
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Can my overseas clients hold NS&I products?
We have many customers who live outside of the UK, however to hold an NS&I account your overseas client must be able to hold and operate a UK bank or building society account. This is because we can only make payments to, and receive payments from, a UK account in pounds sterling. Also, some of our products can’t be held in certain countries due to local restriction – you would need to check the laws and regulations of the country in which your client resides.
Find out more
Adviser email updates
Adviser email updates offer the quickest, easiest way to stay up to date with the latest news on our products, interest rates and other important developments affecting advice firms.
In order for us to send you adviser email updates, please provide your contact details.