How do I request a novation?

To request a novation, we'll need you to provide the following details of the new firm:

- Firm name

- Firm address

- Firm bank details (with proof of bank details - we can accept a bank statement or void cheque)

- FCA number

- List of any advisers and their email addresses

- List of any administrators and their email addresses

We'll then need:

A letter from the firm that the business is moving from

A letter from the firm that the business is moving to

A letter from any involved network (if applicable)

Each of the above letters must include the following wording:

I hereby certify that:

1) All clients affected by the transfer have consented to the transfer (and have not objected)

2) All clients affected by the transfer have consented that ongoing charges should continue on the same basis as formerly agreed.

3) Upon request I will provide a sample of my clients’ written consent as evidence of the above or a copy of the letter you sent the client.

You can post this request to:

Octopus Investments

PO Box 10847

Chelmsford

CM99 2BU

Alternatively, it can be emailed to support@octopusinvestments.com.