Quilter Financial Planning Account Type

　　Quilter Financial Planning offers a variety of account types designed to meet the needs of both customers and advisers. The minimum deposit to open an account is £99. The available account types include:

• Collective Retirement Account
• Minimum Deposit: £99
• Individual Savings Account (ISA)
• Minimum Deposit: £99
• Collective Investment Account
• Minimum Deposit: £99
• Collective Investment Bond
• Minimum Deposit: £99
• Cash Savings Accounts
• Minimum Deposit: £1,000 for cash savings accounts for advisers.

　　For advisers, additional account types include:

• Collective Investment Bond
• Minimum Deposit: £10,000

　　These accounts cater to various investment needs, including pensions, savings, and investment bonds.

　　

Quilter Financial Planning Broker Account Opening Process

　　To open an account with Quilter Financial Planning, follow these steps:

• 　　Choose Your Account Type: Decide which account type suits your investment needs (e.g., Collective Retirement Account, ISA, etc.).

• 　　Gather Required Documents: Prepare necessary documents such as proof of identity and address.

• 　　Complete the Application: Fill out the online application form on the Quilter Financial Planning website.

• 　　Deposit Funds: Make the minimum deposit required for the chosen account type. The minimum deposit is typically £99 for most accounts.

• 　　Account Activation: Once your application is processed and your deposit is received, your account will be activated. You will receive login details to access your online account.

• 　　Start Investing: After activation, you can manage your investments through the Quilter app or the online customer centre.

　　This process ensures you can begin your investment journey effectively with Quilter Financial Planning.