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IWI805 v17 AIM Portfolio IHT Plan CAL - Investec

IWI805 v17 AIM Portfolio IHT Plan CAL - Investec 2026

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4.8 out of 5

66 votes

The document is a Client Agreement for the AIM Portfolio IHT Plan provided by Investec Wealth & Investment (IW&I) for clients introduced by external financial advisers. It outlines the terms and conditions under which IW&I will manage client portfolios, including details on account management, communication preferences, tax residency, risk classification, and required declarations. The agreement emphasizes the importance of completing all sections accurately and includes forms for ISA applications and nominations of third parties to manage accounts.

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Click ‘Get Form’ to open the IWI805 v17 AIM Portfolio IHT Plan CAL - Investec in the editor.
Begin with Section 1, 'Primary Contact Details'. Fill in your full name, residential address, and contact information. Ensure all fields are completed accurately.
Proceed to Section 2, 'Communication with Other Parties'. Indicate how you wish to receive correspondence regarding your account by selecting the appropriate options.
In Section 3, 'Tax', declare your residency for tax purposes. Provide necessary details as required.
Move on to Section 4, 'Risk', where you will classify your investment objectives and acknowledge the associated risks.
Complete Sections 5 through 12 as applicable, ensuring that all required information is provided. Mark any non-applicable sections clearly.
Once all sections are filled out, review your entries for accuracy before signing the document electronically within our platform.

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Versions	Form popularity	Fillable & printable
2020	4.8 Satisfied (66 Votes)
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We have answers to the most popular questions from our customers. If you can't find an answer to your question, please contact us.

What is an AIM fund?

The Alternative Investment Market (AIM) serves as a sub-segment of the London Stock Exchange (LSE) and has been specifically tailored to help smaller, riskier, or high-growth companies secure docHub capital from the public market, often between 1m and 50m.

What does AIM stand for in finance?

The Alternative Investment Market (AIM) was launched on June 19, 1995 as a sub-exchange market of the London Stock Exchange (LSE). The market was designed to help small, high-growth companies that are keen on raising capital for expansion.

What is an IHT portfolio?

Our IHT Portfolio Service offers you a simple and efficient strategy for managing your inheritance tax (IHT) liability. It enables you to invest in companies listed on the Alternative Investment Market (AIM) many of which benefit from business relief (BR) as well as offering growth potential.

Is it worth investing in AIM?

Because of this high-risk, high-reward dynamic, AIM tends to attract venture capitalists, hedge funds and sophisticated retail investors. It does also attract some investors who enjoy the partial inheritance tax relief on some of these stocks if held in a portfolio for more than two years.

Can you make money on AIM?

It has been a very profitable hunting ground for many investors over the years, though, and remains home to plenty of high-quality growth businesses. We spoke to one seasoned investor who loves trading AIM stocks.