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IQ Platform Access Application

Thank you for opting in for migration to the IQ platform. To assist us with a swift transition of your portfolio, please upload the information securely below.
We require your bank details as part of our Anti‑Money Laundering check and to securely connect your platform account to the bank account you'll use for deposits and payments.
Please don’t be concerned, as this information can only be accessed by authorised IQ staff. If you would like to verify this, please feel free to call your Wealth Manager or our office directly, and someone will reassure you.

Personal Information

Full Name

If you have any additional nationalities to British, please add them here

Your Personal Bank Account Details

These help us complete our electronic anti-money laundering checks and securely connect your platform account to the bank account you’ll use for deposits and payments.

Bank Account Sort Code

Bank Account Number

Would you like to set up direct debit contributions?

Would you like to set up direct debit contributions?
A
B

Identity Verification

Please select your preferred form of ID verification

Please select your preferred form of ID verification
A
B

Pension Beneficiaries

If you are transferring a pension, please list your pension beneficiaries' Full Names and their respective proportions as percentages. e.g. John Adam Smith - 100% Pension beneficiaries refer to the individual(s) you nominate to receive your pension benefits in the event of your death - usually a spouse, partner, children, or anyone you formally nominate.