Keeping your account information up to date is important for both your security and the smooth running of your investments. If your personal circumstances change, including your address, name, or contact details, it’s essential that you let us know.
Here’s how to update your details and why it matters.
Why it’s important
We use your personal information to:
- Verify your identity
- Protect your account and investments
- Comply with UK regulations (FCA and anti-money laundering rules)
- Ensure your reports and communications are accurate
Keeping your details up to date helps avoid delays with withdrawals or issues accessing your account.
What you can update
You can update the following personal details:
- Your UK residential address
- Your legal name (e.g. after marriage or by deed poll)
- Your phone number
- Your password
Changes to your email address is handled separately you can read more here
How to Update Your Details
You can request an update by contacting our Client Support team. We may ask for documents to verify the change, such as:
- A recent utility bill or bank statement (PDF, not a photo of your screen) – for proof of address
-
An official document (e.g. marriage certificate, deed poll, passport) – for name changes
Always ensure your linked bank account still matches your registered details.
Need Help?
If you're not sure whether a change requires supporting documents, or how to send them securely, please contact our support team and they'll guide you through the process.