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What will I need?

Your first meeting is all about us getting a full understanding of your investment goals, financial needs and attitudes to risk.

And you’ll get an opportunity to find out about what we do in greater detail.

Most initial meetings take around 1 - 1 1/2 hours, but this depends on you.

It will be helpful to have the following available at your first meeting. (Don’t worry if you don’t have everything to hand.)

Details of your current financial assets / liabilities / expenditure

Bank account details
Confirmation of your address eg: a recent utility bill
 The First Meeting

Confirmation of your identification eg: driving licence, passport

Your National Insurance number

Most recent P60 or Tax Assessment
Any share certificates
Pension scheme details
Pension scheme statements

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Santander Portfolio Management UK Limited is a wholly owned subsidiary of Santander Asset Management UK Holdings Limited.

Santander UK plc. Registered Office: 2 Triton Square, Regent’s Place, London NW1 3AN, United Kingdom. Registered Number 2294747. Registered in England. www.santander.co.uk. Telephone 0870 607 6000 calls may be recorded or monitored. Authorised and regulated by the Financial Services Authority except in respect of its consumer credit products for which Santander UK plc is licensed and regulated by the Office of Fair Trading. FSA registration number 106054. Santander and the flame logo are registered trademarks.

Santander advises on mortgages, a limited range of life assurance, pension and collective investment scheme products and acts as an insurance intermediary for general insurance.