Our app is for clients that are setting up individual or joint investment portfolios. It provides a secure way for us to gather your personal and financial information and to verify your identity. If you want to invest directly into our funds, please visit our website.
How does it work?
You will be asked to register by creating a username and password and then answer a series of questions about your personal and financial circumstances.
Your identity will then be confirmed by uploading your identity document and proof of address. You will need a device with a working camera to complete this check.
The final step is for you to read and agree to our Discretionary Management Agreement and to download copies of any documents for your records.
Our service
McInroy & Wood provides discretionary investment management for private clients. This includes discussing and agreeing your investment objectives, as well as managing your portfolio.
Important
McInroy & Wood Limited is a private limited company incorporated in Scotland, with company number SC100377. It is authorised and regulated by the Financial Conduct Authority and is registered as an Investment Adviser with the US Securities and Exchange Commission.www.mcinroy-wood.co.uk.