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How do I invest in a Collective Investment Account (CIA) which is going to be held within another investment?

A benefit of our CIA is that it can be held as an asset within another investment, such as an offshore bond, a SIPP or a SASS. The CIA investment can be with Quilter, or another provider. This guide will cover the steps and requirements to apply for a CIA when it is going to be held as an asset within another product.

Date: 17 May 2021

What you’ll need to get started

  • Policy details of the external investment and details of the external provider
  • Legal Entity Identifier (LEI) code
  • Details of any applicable trustees or relevant contacts
  • Investment amount
  • Assets being invested into

Read time: 4 minutes

How do I

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