Coverall Form
There are two main types of Renunciation and Settlement Coverall Agreement which you can request.
1. Client Level Coverall
(aka ANY Designated Account)
Applies to all of your accounts under a particular client ID. The Management Companies that offer this agreement are:
- abrdn
- Allianz
- Aviva
- AXA IM
-
Capital Group
-
Columbia Threadneedle Fund Management Limited
-
Columbia Threadneedle Investment Services Limited
- Dimensional
- Investment Fund Services Limited
- J.P. Morgan
- Janus Henderson
- Jupiter
- Lloyds Wealth
- M&G
- Ninety One
- Octopus Money
- Omnis
- Quilter Investors
- Royal London
- RBS
- T. Rowe Price
- Thesis
-
Vanguard
2. Unitholder Level Coverall
(aka Designated Accounts)
This will only apply to the accounts listed on the form. Each Management Company has different requirements for setting up a Coverall agreement.
Coverall Form
There are two main types of Renunciation and Settlement Coverall Agreement which you can request.
Important!
Please supply an Authorised Signatory List with all coverall requests.
Once setup you will need to submit an updated coverall form to make any changes to the details held in any existing agreements.