Step 1 – Agreement
A discretionary agreement between the Adviser and WM Capital Management is issued for completion. This must be signed by or on behalf of the adviser, scanned and emailed to the Administration Team at WM Capital Management. Upon receipt, the agreement will be countersigned by a member of our team, scanned and emailed back to the adviser for their records.
Step 3 – Investing
The adviser will link the client to the model portfolio and instruct the initial investment. Once the initial investment has been instructed, the portfolio will be managed by WM Capital Management in Accordance with the Investment Agreement. Changes to the portfolio holdings are completed on a discretionary basis.
Step 2 – Authorisation
WM Capital Management will then instruct FundsNetwork to give the adviser platform access to Unicorn AIM IHT Portfolios. FundsNetwork will confirm separately to the adviser once this has been completed.