Online Account Set up

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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 : 28-Jan-2021