Are you a Knowledgeable or an Opted-up Investor?

Will you be investing in unquoted shares?

Please complete the Unquoted Shares Form and the Knowledgeable Investor Form and submit them.

Submit to: investmentcontrols@alltrust.co.uk, CC: newbusiness@alltrust.co.uk

Submit to: compliance@alltrust.co.uk, CC: newbusiness@alltrust.co.uk

Please complete the Knowledgeable Investor Form and submit it.

Submit to: compliance@alltrust.co.uk, CC: newbusiness@alltrust.co.uk

Await approval from New Biz.

Thanks you 🎉

Please ask your adviser to submit your application.