{"id":1694,"date":"2021-03-03T15:56:20","date_gmt":"2021-03-03T15:56:20","guid":{"rendered":"https:\/\/www.jbrearley.co.uk\/individual-investors\/?page_id=1694"},"modified":"2025-05-30T10:24:12","modified_gmt":"2025-05-30T09:24:12","slug":"proiconapply","status":"publish","type":"page","link":"https:\/\/www.jbrearley.co.uk\/individual-investors\/proiconapply\/","title":{"rendered":"proiconapply"},"content":{"rendered":"

[vc_row css=”.vc_custom_1610451979741{padding-top: 5px !important;padding-bottom: 5px !important;}”][vc_column width=”1\/2″][vc_single_image image=”1739″ img_size=”full” css=”.vc_custom_1614947029297{margin-bottom: 0px !important;padding-bottom: 0px !important;}” el_class=”client-logo”][\/vc_column][vc_column width=”1\/2″][vc_column_text el_class=”our-logo-text”]<\/p>\n

For assistance and support<\/strong>
\n<\/span><\/h3>\n

Please call 01253 831211<\/span><\/h3>\n

[\/vc_column_text][\/vc_column][\/vc_row][vc_row full_width=”stretch_row_content_no_spaces” css=”.vc_custom_1610452313841{background-color: #00547d !important;}”][vc_column][\/vc_column][\/vc_row][vc_row][vc_column css=”.vc_custom_1610453979601{margin-top: 0px !important;padding-top: 0px !important;}”][vc_custom_heading text=”PRO ICON ONLINE APPLICATION FACILITY” font_container=”tag:h1|font_size:30px|text_align:center|color:%2300547d” google_fonts=”font_family:Lato%3A100%2C100italic%2C300%2C300italic%2Cregular%2Citalic%2C700%2C700italic%2C900%2C900italic|font_style:300%20light%20regular%3A300%3Anormal”][\/vc_column][\/vc_row][vc_row][vc_column][vc_column_text]We have created this facility to assist Intermediary clients with submitting a new account request form to our Online Services Team and also to create a supporting Account Application Letter to forward or direct your client to, along with an ISA application form where appropriate.<\/p>\n

New Account Request:<\/strong><\/p>\n

Please click on the appropriate button below to commence the completion of our new account request form, be it for an individual or joint account. You will need to make sure that you have all the relevant investor information to populate the form.<\/p>\n

Once you have populated the form and signed the Professional Adviser declaration, you will be emailed a copy of the completed form for your records. Your requirements will be forwarded to our Online Services Team, who will in turn come back to you with a note of the allocated account reference(s) and your client\u2019s unique access rights to the web portal.[\/vc_column_text][\/vc_column][\/vc_row][vc_row][vc_column width=”1\/3″][vc_btn title=”New Individual Account Request Form” color=”info” css_animation=”none” link=”url:https%3A%2F%2Fwww.jbrearley.co.uk%2Fpronewaccreq|title:Pro%20Icon%20New%20Individual%20Account%20Request%20Form”][\/vc_column][vc_column width=”1\/3″][vc_btn title=”New Joint Account Request Form” color=”sky” css_animation=”none” link=”url:https%3A%2F%2Fwww.jbrearley.co.uk%2Fpronewjntaccreq|title:Pro%20Icon%20New%20Joint%20Account%20Request%20Form”][\/vc_column][\/vc_row][vc_row][vc_column][vc_column_text]Account Application Letter\/ISA Application Form<\/strong><\/p>\n

To assist you in generating the supporting Account Application Letter and where appropriate an ISA application form, you may commence the completion of either, by clicking on the appropriate button below. Once you have completed the Letter or Application and signed the Intermediary declaration, your client will be sent an email link to the completed document. Once they have signed the Letter or Application, they will be provided with a copy for their records, a further copy being sent to you and another to our Online Services Team, in meeting your requirements. When applying for an ISA, please provide the underlying client with a copy of our Privacy Policy along with our Order Execution Policy, links to which are below.[\/vc_column_text][\/vc_column][\/vc_row][vc_row][vc_column width=”1\/3″][vc_btn title=”Account Application Letter” color=”blue” link=”url:https%3A%2F%2Fwww.jbrearley.co.uk%2Fproaccapp|title:Pro%20Icon%20Account%20Application%20Letter”][\/vc_column][vc_column width=”1\/3″][vc_btn title=”ISA Application Form” color=”peacoc” link=”url:https%3A%2F%2Fwww.jbrearley.co.uk%2Fprointisaapp|title:Pro%20Icon%20Isa%20Application%20Form”][\/vc_column][vc_column width=”1\/3″][\/vc_column][\/vc_row][vc_row][vc_column][vc_column_text]If you are planning to submit a New Joint Account Request Form, then please complete the Account Application Letter for the primary investor and Account Application Letter Additional Client form for the joint party to the account.[\/vc_column_text][vc_btn title=”Account Application Letter Additional Client” color=”turquoise” link=”url:https%3A%2F%2Fwww.jbrearley.co.uk%2Fproaccaddapp|title:Pro%20Icon%20Account%20Application%20Letter%20Additional%20Client”][\/vc_column][\/vc_row][vc_row][vc_column][vc_column_text]Client Links to the Account Application Letter\/ISA Application Form, Privacy Policy and Order Execution Policy:<\/strong><\/p>\n

Alternatively, if you want your client to complete either form from scratch, then please provide them with the following links to the documents:-<\/p>\n

Account Application Letter<\/a>,\u00a0 Additional Client Application Letter<\/a>,\u00a0 \u00a0 \u00a0ISA Application Form<\/a> ,\u00a0 \u00a0 Privacy Policy<\/a>,\u00a0 Order Execution Policy<\/a>[\/vc_column_text][\/vc_column][\/vc_row][vc_row full_width=”stretch_row” css=”.vc_custom_1610452081081{border-top-width: 7px !important;background-color: #404040 !important;border-top-color: #000000 !important;border-top-style: solid !important;}” el_class=”client-footer”][vc_column][vc_column_text][\/vc_column_text][vc_column_text]Web Portal is provided by James Brearley & Sons. James Brearley & Sons is Authorised and Regulated by the Financial Conduct Authority. Registered Address: Walpole House, Unit 2 Burton Road, Blackpool, Lancs FY4 4NW. Registered in England and Wales Company Number: 3705135<\/span><\/p>\n

Terms of use<\/a> | Privacy Policy<\/a> | Cookie Policy<\/a><\/span>[\/vc_column_text][\/vc_column][\/vc_row]<\/p>\n<\/div>","protected":false},"excerpt":{"rendered":"

[vc_row css=”.vc_custom_1610451979741{padding-top: 5px !important;padding-bottom: 5px !important;}”][vc_column width=”1\/2″][vc_single_image image=”1739″ img_size=”full” css=”.vc_custom_1614947029297{margin-bottom: 0px !important;padding-bottom: 0px !important;}” el_class=”client-logo”][\/vc_column][vc_column width=”1\/2″][vc_column_text el_class=”our-logo-text”] For assistance and support Please call 01253 831211 [\/vc_column_text][\/vc_column][\/vc_row][vc_row full_width=”stretch_row_content_no_spaces” css=”.vc_custom_1610452313841{background-color: #00547d !important;}”][vc_column][\/vc_column][\/vc_row][vc_row][vc_column css=”.vc_custom_1610453979601{margin-top: 0px !important;padding-top: 0px !important;}”][vc_custom_heading text=”PRO ICON ONLINE APPLICATION FACILITY” font_container=”tag:h1|font_size:30px|text_align:center|color:%2300547d” google_fonts=”font_family:Lato%3A100%2C100italic%2C300%2C300italic%2Cregular%2Citalic%2C700%2C700italic%2C900%2C900italic|font_style:300%20light%20regular%3A300%3Anormal”][\/vc_column][\/vc_row][vc_row][vc_column][vc_column_text]We have created this facility to assist Intermediary clients with submitting a new account… Read more »<\/a><\/p>\n","protected":false},"author":3,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"page-clients.php","meta":{"footnotes":""},"class_list":["post-1694","page","type-page","status-publish","hentry"],"yoast_head":"\nproiconapply - James Brearley ::<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.jbrearley.co.uk\/individual-investors\/proiconapply\/\" \/>\n<meta property=\"og:locale\" content=\"en_GB\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"proiconapply - James Brearley ::\" \/>\n<meta property=\"og:description\" content=\"[vc_row css=”.vc_custom_1610451979741{padding-top: 5px !important;padding-bottom: 5px !important;}”][vc_column width=”1\/2″][vc_single_image image=”1739″ img_size=”full” css=”.vc_custom_1614947029297{margin-bottom: 0px !important;padding-bottom: 0px !important;}” el_class=”client-logo”][\/vc_column][vc_column width=”1\/2″][vc_column_text el_class=”our-logo-text”] For assistance and support Please call 01253 831211 [\/vc_column_text][\/vc_column][\/vc_row][vc_row full_width=”stretch_row_content_no_spaces” css=”.vc_custom_1610452313841{background-color: #00547d !important;}”][vc_column][\/vc_column][\/vc_row][vc_row][vc_column css=”.vc_custom_1610453979601{margin-top: 0px !important;padding-top: 0px !important;}”][vc_custom_heading text=”PRO ICON ONLINE APPLICATION FACILITY” font_container=”tag:h1|font_size:30px|text_align:center|color:%2300547d” google_fonts=”font_family:Lato%3A100%2C100italic%2C300%2C300italic%2Cregular%2Citalic%2C700%2C700italic%2C900%2C900italic|font_style:300%20light%20regular%3A300%3Anormal”][\/vc_column][\/vc_row][vc_row][vc_column][vc_column_text]We have created this facility to assist Intermediary clients with submitting a new account... 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