Discretionary portfolio investment services
The value of investments, and the income from them, can fall as well as rise, and you may not get back the full amount you invest.
Important to know..
You may have invested via one of our discretionary portfolio investment services before 3 December 2012:
Multi-Asset Portfolio Services (MAPS)
Investment Management Services (IMS)
Portfolio Management Services (PMS)
Investment Portfolio Service (IPS)
Unit Trust Portfolio Service (UTPS)
You can find the specific name of your investment in your contract note or your most recent statement, however if you are unsure which investment you hold or have lost your letter please contact us (see below for details).
Review our FAQ's below
How to contact us
For Discretionary Portfolio Investment Services call us on 0345 300 3991. Text Relay (prefix the number with 18001).
The lines are open: Monday to Friday 9am – 5pm (excluding bank holidays). Calls may be recorded.