What Do I Need To Provide

All you will need is the name of the companies managing the PEP, ISA, OEIC or Unit Trust that you want us to review. You should find these details on a recent valuation statement.

Simply print the registration form below, fill in the company names and sign next to each.
That’s it!

We can track down the rest of the relevant information for you. If you have reference numbers to hand then add them as well but they are not necessary. When you register an investment with the Honister Investment Review Service you give us your permission to seek out the information we need to compile your review.
Please note:

  • If you have investments with more than one company, please complete a different panel for each company
  • If you have different investments with the same company, you can use one panel for all funds/investments
  • Each completed box must be signed and dated for your authorisation to be valid
  • Further Registration Forms can be printed out as required
  • To view and print our Registration Form you will need Adobe Acrobat.

It really is that simple and straightforward. There are no hidden costs and no hidden catches.

To take advantage of this service, complete the Registration Form now.
Click here to display and print the Registration Form.

Return to:
Millfield Consulting
The Opagus Suite
Llandarcy
SA10 6FG

If you have any queries why not take a look at our Frequently Asked Questions (FAQ’s)- designed to answer some of the most common questions we get asked about the Honister Investment Review Service