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Adviser Centre

Investing on behalf of a client

 

Currently an advice firm can only invest on behalf of a client into NS&I products in the following ways:

  • Adviser completes an application form for the chosen product on behalf of the client, asking the client to sign the form, returning it to the adviser to be posted to NS&I (National Savings and Investments, Glasgow, G58 1SB). This does not apply to online only products.
  • Client privately logs in to NS&I’s online and phone service and the adviser assists them with their application.

We appreciate that many clients prefer that their advisers manage all their finances on their behalf. So NS&I are exploring opportunities to make our product range available for investment through online adviser platforms.

 

Adviser updates

Adviser 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.

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