Online Account Set up
Welcome to the online client set up. Please enter your personal details as prompted. The fields are mandatory where
the prompt is shown in bold.
 
Individual Details
Title  
Forename(s)  
Surname  
Gender  
Date of Birth   (dd/mm/yyyy)
Birthplace  
Marital Status  
Residency  
Nationality  
Domiciled  
Tax Identification Number  
National Insurance Number   (XX123456X)
(if you have one)
National Pension No  
MiFID Classification   Retail
 
This is an execution only service whereby Fundsdirect is not required to assess the suitability of
the investments, services or products provided and you do not benefit from the protection of
the rules on assessing suitability.
Fundsdirect is a trading name of Investment Funds Direct Limited (IFDL), head office:Trimbridge House, Trim Street, Bath, BA1 1HB,
registered in England and Wales number 1610781. Authorised and regulated by the Financial Conduct Authority
No.114432. IFDL is part of the Royal London Group.

© Investment Sciences Ltd.   Version : R30 User : FUNDSDIRECT Date : 11-Dec-2017