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Distributor Portal

Rathbones Coverall Form

Please complete the Coverall form and print on the company's letterhead paper which matches the Rathbone account, noting the following:
  • the coverall form must be signed by two authorised signatories and accompanied by an authorised signatory list
  • bank details must be completed in full
  • Rathbone account numbers must be stated, the wording "all" is not acceptable
  • the "From" section of the form must state the full registered name and address of the holder
  • the italic sections of the coverall form must be completed.

Please submit your completed form using the document upload facility or via post to the following address:

Address

Rathbones Coverall Form

Please be advised, coverall documentation will only settle trades from the date it is applied onwards.

Renunciation and Registration documents will still be required to settle any outstanding trades.

Coverall Form

There are two main types of Renunciation and Settlement Coverall Agreement which you can request.

Important!

Please supply an Authorised Signatory List with all coverall requests.
Once setup you will need to submit an updated coverall form to make any changes to the details held in any existing agreements.