Client and investment details are entered through your computer and Key Features and Terms can be reviewed and agreed by your client online.
Payment is undertaken by switch or delta.
Transactions can be undertaken online away from the client meeting . Advisers can create interactive Key Features and Terms online and present these to their clients during their meeting. The client gives the adviser permission to deal on their behalf by completing an Instruction to Buy form and the adviser subsequently undertakes the transaction online. Transactions can be undertaken traditionally using paper based application forms and support documentation . The application is submitted to Fidelity with a cheque and we place the deal on behalf of the client.