Discretionary agreements between the Adviser and WM Capital Management are completed for both Income and Growth portfolios, which then must be scanned and emailed. Upon receipt, this will be countersigned and scanned back to the adviser.
Step 3 – Appointment
The client will then sign a discretionary agreement between themselves and the adviser. WM Capital Management reserves the right to request these.
Step 2 – Authorisation
WM Capital Management will then add the adviser to the list of authorised IFAs for the Standard Life portfolio.
Step 4 – Management
Client funds can then be added to the WM Unicorn discretionary portfolio by clicking on create orders within the clients wrap Select tax wrapper, and then either Buy Trades or Switches. Then click on the grey ‘’find’’ button, select MPS Portfolios and then WM Capital Management. The Unicorn portfolios can then be added.