If you do not need, and do not wish to
obtain, financial advice, you can invest in our products through a broker.
Most brokers will offer an execution only
service. This means that you will be responsible for your own investment
decisions. If you want to invest without taking any advice you will need to
confirm to the broker that you are an experienced investor, and understand the
products that we offer. Each
broker will have an onboarding process and the
broker will decide how to take on each client.
Some brokers will offer an advisory
service. They will provide information and advice based on their understanding
of your investment goals, attitude to risk and the other assets that you have
in your portfolio.
If you use a stockbroker you will have to
open an account with the broker. The broker will be able to buy the product for
you directly from the issuer. You will pay the broker a commission for buying
There are also a number of financial
advisers that offer an execution-only service. You are able to buy our Plan
style products through these advisors,
acting as execution-only brokers; by completing the application form at the back of
the Plan brochure.
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