Our seasoned investment professionals will keep your portfolio properly diversified and make sure that your investments stay on track.
“I thought investing was just for the rich. But this is a really easy and affordable way to make your money grow faster.”
Jennifer, 291. Tell us about yourself.
In order to design your investment strategy, we ask you questions about your personal circumstances, risk preference and savings objectives. Rest assured, we do not share this information with anyone.
2. Check out your financial snapshot.
We use your information to give you a snapshot of your current financial position. This helps you to decide what percentage of your income you are ready to commit to investing.
3. Say hello to your new portfolio.
We take all your information into account and build a fully diversified investment portfolio uniquely suited to your needs. This will comply with all the legal requirements relevant to the savings product you have selected.
4. Open an account.
Simply fill out our application form online and we will send you your financial plan and discretionary client mandate.
You will have the option to sign the documents electronically using eSign Services, which includes a facility to securely upload any supporting FICA and business documents or, if you wish, to print, sign and return all of the documentation using email, post or fax.
This is a once-off process. If you would rather speak to a client service manager, please call us on 0860 794 642 (0860 SYGNIA), Monday to Friday during business hours.
5. Relax.
Our investment team will manage your investments and rebalance these on a regular basis, keeping you informed through regular reporting.
You can also check in anytime via our internet portal to see how your investments are doing – the portal will be set up for you when you open your account.
We also remind you once a year to review your investment strategy to ensure it remains suited to your circumstances.
Let’s work together