Straightforward Account Opening

Establishing Terms of Business with TAM

In order to introduce clients you must be a regulated financial adviser with terms of business established with TAM.

 

To confirm your status or to set up terms of business please contact our adviser support team:

Tel: +44 (0) 20 7549 7662      Fax: +44 (0) 20 7549 7786      Email: charley.brown@tamassetmanagement.com

 

Opening client accounts

Opening a client account with TAM is simple and straightforward

STEP 01

Complete our risk profile questionnaire and proposal request form

Our risk profile questionnaire is a useful tool to aid you in determining your clients risk profile.
Our proposal request form gathers all the initial information we need to generate a customised client pre-investment proposal.

STEP 02

We will return to you our comprehensive and customised pre-investment proposal

Our pre-investment proposals are personalised to you and your client and outline:

  • The chosen risk profile
  • How we will manage the portfolio
  • Our investment and research process
  • Who we are and importantly who will be managing the portfolio
  • Fees and costs
  • Our market outlook
  • A summary of all the funds within the portfolio

We aim to return your report within three days or earlier if urgent.

STEP 03

Our account opening forms are simple and are contained within the pre-investment proposal

All you need send us is the completed and signed client and adviser declaration forms.

STEP 04

We will promptly send you the client's account details and online log-in information

Once the account is opened it can be funded by electronic transfer or in-specie transfer.
Online portfolio valuations are then available 24 hours a day.

Client Login