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IQ Platform Access Application + Terms

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.

Personal Information

Full Name

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

Bank Account Details

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.