{"id":2683,"date":"2023-01-03T11:27:01","date_gmt":"2023-01-03T11:27:01","guid":{"rendered":"https:\/\/www.jbrearley.co.uk\/individual-investors\/?page_id=2683"},"modified":"2023-04-06T10:46:02","modified_gmt":"2023-04-06T09:46:02","slug":"opcliolp","status":"publish","type":"page","link":"https:\/\/www.jbrearley.co.uk\/individual-investors\/opcliolp\/","title":{"rendered":"Optiva Clients-Online Application Facility"},"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=”2564″ img_size=”full” css=”.vc_custom_1665660292859{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 +44 203137902
\n<\/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=”OPTIVA SECURITIES CLIENTS-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]This facility has been created to assist Optiva Securities clients with an efficient way to provide James Brearley with the documents they require to support your new Optiva Securities dealing account.<\/p>\n

Account Application Letter\/ISA Application Form<\/strong>
\nIn support of every account, you will need to complete James Brearley\u2019s Account Application Letter, having firstly considered their Investor Terms<\/a>, Order Execution<\/a> and Privacy policies<\/a>. By signing their Account Application Letter you authorise them to accept orders and instructions from Optiva Securities on your behalf.[\/vc_column_text][\/vc_column][\/vc_row][vc_row][vc_column width=”1\/3″][vc_btn title=”Account Application Letter” color=”info” css_animation=”none” link=”url:https%3A%2F%2Fwww.jbrearley.co.uk%2Fob2appintdeal”][\/vc_column][\/vc_row][vc_row][vc_column][vc_column_text]If you want to operate your new dealing account in an ISA or wish to establish an ISA to run alongside this, then you will also need to complete an ISA application form, which again incorporates a declaration authorising James Brearley to accept orders and instructions from Optiva Securities on your behalf.[\/vc_column_text][\/vc_column][\/vc_row][vc_row][vc_column width=”1\/3″][vc_btn title=”ISA Application Form” color=”blue” link=”url:https%3A%2F%2Fwww.jbrearley.co.uk%2Fob2isaappcli|title:ISA%20APPLICATION%20FORM”][\/vc_column][\/vc_row][vc_row][vc_column][vc_column_text]Transfer Authorities<\/strong>
\nIf you wish to transfer existing investments into your new Optiva Securities account then please complete a nominee transfer authority (general dealing account) or an ISA transfer authority as applicable.[\/vc_column_text][\/vc_column][\/vc_row][vc_row][vc_column width=”1\/3″][vc_row_inner][vc_column_inner][vc_btn title=”Nominee Transfer Authority” color=”blue” link=”url:https%3A%2F%2Fwww.jbrearley.co.uk%2Fob2anomtfr|title:Nominee%20Transfer%20Authority”][\/vc_column_inner][\/vc_row_inner][vc_btn title=”ISA Transfer Authority” color=”blue” link=”url:https%3A%2F%2Fwww.jbrearley.co.uk%2Fob2aisatfr|title:ISA%20Transfer%20Authority”][\/vc_column][\/vc_row][vc_row][vc_column][vc_separator][vc_column_text]If you have any queries regarding the forms and their completion, please contact our support team on 0203 137902 or by email at info@optivasecurities.com<\/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><\/p>\n

Optiva Securities Limited, https:\/\/www.optivasecurities.com\/ info@optivasecurities.com +44 2031371902. Head Office: 118 Piccadilly, London, W1J 7NW. Optiva Securities Limited is authorised and regulated by the Financial Conduct Authority (FRN 181192).[\/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=”2564″ img_size=”full” css=”.vc_custom_1665660292859{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 +44 203137902 [\/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=”OPTIVA SECURITIES CLIENTS-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]This facility has been created to assist Optiva Securities clients with an efficient way… 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-2683","page","type-page","status-publish","hentry"],"yoast_head":"\nOptiva Clients-Online Application Facility - 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\/opcliolp\/\" \/>\n<meta property=\"og:locale\" content=\"en_GB\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Optiva Clients-Online Application Facility - 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=”2564″ img_size=”full” css=”.vc_custom_1665660292859{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 +44 203137902 [\/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=”OPTIVA SECURITIES CLIENTS-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]This facility has been created to assist Optiva Securities clients with an efficient way... 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