Important Documents

ISA & JISA Key Features

GIA Key Features

Pension Key Features

Employer Agreement

Intuitive Pension Account Key Features

Charges Schedule

ISA, JISA & GIA Transfer Form

Intuitive Pension Account Transfer Form

Origo Pension Transfer Form

Platform Terms & Conditions

Platform Best Execution Policy

Platform Order Execution Policy

Complaints Process

Privacy & GDPR Policy

GDPR Policy

Electronic Identification Policy