Get James Hay Wrap

Filling out the James Hay Wrap form online is a straightforward process designed to facilitate various investment transactions. This guide will provide clear instructions to ensure that you complete the form accurately and efficiently.

Follow the steps to successfully complete the James Hay Wrap form.

1. Click ‘Get Form’ button to obtain the form and open it for access.
2. In the personal details section, complete all fields using block capitals. Provide your full name, product number, and wrap number if applicable.
3. Fill in the financial adviser details, including the company name, contact information, and FCA authorisation number.
4. In the investment details section, indicate the transaction type by ticking the appropriate boxes for buying new investments, selling, switching, or commencing regular trades.
5. If applicable, fill out Section 3 for each fund provider with the required details, including fund provider name, address, and specific policies/account numbers.
6. For each fund transaction, specify details such as fund code, ISIN, and whether income should be reinvested.
7. In the client declaration section, sign and date the form, confirming your understanding of the investment instructions and associated responsibilities.
8. Once all sections are completed accurately, review the form for completeness. You can then save changes, download, print, or share the completed form as needed.

Get started on filling out your James Hay Wrap form online today.