At Kleinwort Benson, our core objective is to support you in creating, protecting and enhancing your clients’ wealth.
Our success lies in the close partnerships we develop with financial advisers. We act as an extension of your team and add value to the services you offer your clients.
Our dedicated intermediary team has a significant depth of knowledge and expertise, backed by skilled investment specialists and Kleinwort Benson’s carefully structured investment process. They draw on this powerful combination of advice and information when developing solutions for your clients.
We provide a comprehensive range of investment management services which can be tailored to match each of your clients' specific risk profiles, financial goals and the level of involvement they wish to have in managing their investment portfolio.
Managed Portfolio Solutions
Please see our latest Managed Portfolio Solutions documentation.
Documents for intermediaries
Account Opening Documents
Please see our account opening documents
- IFA ISA authority form for ISA provider.pdf
- IFA ISA application form.pdf
- IFA tax status certification - individual.pdf
- IFA Transfer form for Kleinwort Benson.pdf
- IFA W-8BEN.pdf
- DP Information Sheet.pdf
- DP Exclusions List.pdf
- KB Tax Declaration CLIENT June 2016.pdf
- Private Client Profile for Intermediary Advised Clients - Interactive.pdf
- Company Profile for Intermediary Advised Clients - Interactive.pdf
- 2067 Application for Intermediary Advised Clients