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Andrew Packer

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The following fund group will support additional document types from Friday 4 September 2020:

Aberdeen Standard Investments 

The following fund groups will support additional document types from Wednesday 2 September 2020.

Aviva
Columbia Threadneedle
Jupiter

Please refer to the document matrix for details of documents supported.
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Thesis have approved document uploads for Stock Transfer requests which has now been enabled on the Secure Distributor Portal.

At this time e-mail requests will continue to be processed however, any e-mail requests sent after 5pm on 8 September will be rejected.

For further details on Document Upload, please click here.
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Following our initial launch of the new Document Upload function on Friday 3 July, Jupiter will be added to the service from 29 July.

We will not accept e-mail stock transfers for Jupiter after 5pm on 31 July.

For further details on Document Upload, please click here.
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Following our initial launch of the new Document Upload function on Friday 3 July, McInroy & Wood will be added to the service from 4 August.

We will not accept e-mail stock transfers for Jupiter after 5pm on 7 August.

For further details on Document Upload, please click here.
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