The quickest and easiest way to open a National Trust managed account is online.
The application can be completed in just minutes.
Applications can be submitted online, or via FAX.
How to Open an investment account with us
Download the National Trust Mandate, print and complete it. Fax it to us at 0866164276. We will do the rest.
Download: National Trust Mandate in Adobe PDF format.
How to Transfer funds into your new investment account
Deposit or transfer funds from your account to the following account with our stockbrokers
FIRST NATIONAL BANK
The deposit will be allocated to your investment account.
How to Transfer your current share portfolio account to us
Print Transfer of account letter below, complete it and fax it to your current asset manager or stockbroker, who will then transfer your portfolio to us.
Download: : National Trust Mandate in Adobe PDF format.
Documents to include with your application
In terms of the new FICA legislation we are required to have on file the following;
A copy of your ID
We will call you to discuss your needs analysis as well as to make you feel welcome as a valued client.