Administration Address
St James's Place Wealth Management
PO Box 9034
Chelmsford
Essex CM99 2XA
PO Box 9034
Chelmsford
Essex CM99 2XA
Courier Address
St James's Place Wealth Management
SS&C, Adams House
2 Springfield Lyons Approach
Chelmsford
Essex CM2 5LG
SS&C, Adams House
2 Springfield Lyons Approach
Chelmsford
Essex CM2 5LG
Client Money Model
Delivery versus Payment - applications required for new client account names
Decimal Places
3DP
Automated Dealing
Calastone - Yes
STJAMESFUNDS
EMX - No
Automated Settlement
CREST
No
CTN Net Settlement
No
Electronic Re-Registration (TeX)
Transfer Out
No
Stock Transfer
No
STP Conversion
No
Stock Transfers
Electronic
Re-Registration
No
Post
Yes
Fax
Yes
Document Uploads - AML Docs
AML Beneficial Owner
No
AML Corporate ID Docs
No
AML - FATCA
No
AML Self Certification Forms
No
AML - Source of Wealth\Funds
No
AML Third Party ML Details
No
Document Uploads - Dealing Docs
Repurchase
No
Sale
No
Switch or Conversion
No
Transfer In
No
Stock Transfer
No
ISA Transfer
No
Renunciation Forms
No
Cancellation Forms
No
Document Uploads - Registration
Application Forms
Yes
Add/Update Coverall Forms
No
Add/Update Distribution Mandates
No
Add/Update Account Details
No
Add/Update Agent Details
No
Document Upload - Other
Payment
Re-Issue Request
Yes
Enquiry
Yes