Investment Management

A wide range of services where you can choose your level of involvement in managing your investments. You can take all the investment decisions yourself and simply give us your instructions, you can access our expert advice for your portfolio or entrust the decisions to your dedicated investment managers.
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As an independent investment manager, not tied to any funds, products or large institutions, we offer you transparency and flexibility to ensure that your objectives are met efficiently and successfully.

Trust application

When completing an Application Form for a Trust, we require the
appropriate FATCA Addendum completed and submitted

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Trust addendums

The three classifications are as follows and have a specific Addendum for each. Click on each link to download the addendum and then scroll down for your product-specific application form.

Trusts - Financial Institutions

Trusts Individual Owners

Trusts - Non-Financial Entity

Trust applications for specific products

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HS188 - Trust Application Form

MS058 - Trust Application Form

SG008 - Trust Application Form

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The UK has in place rules to apply automatic exchange of financial account information under four different regimes.

The United States Foreign Account Tax Compliance Act (FATCA)
Agreements with the Crown Dependencies and Overseas Territories
The OECD Common Reporting Standard
The EU Directive for Administrative Cooperation

Financial Institutions need to collect information from Individuals (natural persons) and Entities (legal persons) for whom they maintain financial accounts. This allows them to determine whether they need to report on the person and the person’s accounts to the local tax authority. For further information, click here for the HMRC ‘Quick Guide’ or refer to the HMRC website.

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Important information Policies and disclosures Privacy statements Terms of service and business

Investors should be aware that the value of any investment and the income arising from it is not guaranteed and can fall as well as rise, so that you may not get back the amount you originally invested. Past performance is not a reliable indicator of future results.
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Walker Crips Group plc, incorporates the following companies which are authorised and regulated by the Financial Conduct Authority: Walker Crips Investment Management Limited reference number 226344 and member of the London Stock Exchange, Walker Crips Wealth Management Limited reference number 114778, Ebor Trustees Limited reference number 462002, Barker Poland Asset Management LLP reference number 499311.
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Walker Crips Group plc is registered in England and Wales, number 1432059. Registered office: Old Change House, 128 Queen Victoria Street, London EC4V 4BJ. Walker Crips Investment Management Ltd is registered in England and Wales, number 4774117. Registered office: Old Change House, 128 Queen Victoria Street, London EC4V 4BJ. Walker Crips Wealth Management Ltd is registered in England and Wales, number 3790291. Registered office: Apollo House, Eboracum Way, York, England, YO31 7RE. Ebor Trustees Ltd is registered in England and Wales, number 3514268. Registered office: Apollo House, Eboracum Way, York, England, YO31 7RE. Barker Poland Asset Management LLP is registered in England and Wales, number OC341149. Registered office: Old Change House, 128 Queen Victoria Street, London EC4V 4BJ.

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