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, Sunderland SR43 2SB). 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.