Ashburton are keen to develop partnerships with professional organisations and intermediary firms, adding value through the provision of our investment services to their clients.

Therefore, we welcome applications from all firms or companies who have a private client base which may benefit from our products and services.

The application process should be initiated by completing the Confidential Intermediary/Broker Information document, together with the Intermediary Terms of Business, and returning these to us.

The forms are below in PDF format.

Intermediary Application and Information Form

Intermediary Terms of Business

Please note that under section 12 of the Intermediary/Broker Information document we also require the following:

1. Two references
2. A certified true copy of your Regulatory/Supervisory body registration certificate
3. Completed Intermediary Terms of Business
4. A certified true copy of your company's Memorandum and Articles of Association and/or Certificate of Incorporation accompanied by a certified schedule of authorised signatories

Upon satisfactory fulfilment of our Intermediary/Partnership requirements, we shall formally advise you that you can commence introducing business to us, at which stage the Intermediary Terms of Business becomes effective. 

Wherever possible, we shall arrange for a Sales Executive to visit you prior to the commencement of our business relationship.

If you would like to discuss our requirements or partnership opportunities in more detail then please contact:

Tom Zambon
Ashburton (Jersey) Limited
PO Box 239, 17 Hilary Street
St Helier, Jersey, JE4 8SJ
Channel Islands
Telephone:   +44 (0) 1534 512000
Facsimile: +44 (0) 1534 512022
Email: tom.zambon@ashburton.com