Terms of Service

Can I use evestor if I am not a UK resident?

Currently evestor’s services are only available to UK residents.

I am a US citizen, but I have dual nationality and live in the UK, can I invest?

We are currently unable to accept US citizens or residents as clients, this is due to certain restrictions and requirements which would be imposed under the US Regulation FATCA (Foreign Account Tax Compliance Act).

I wish to transfer out, how do I initiate this?

To initiate a transfer, please contact the provider you wish to transfer to. We should then receive a transfer out request from your receiving scheme. There is no account closure or transfer out fees if you wish to transfer out in cash. If you wish to transfer out via in specie, there is a £100 charge per line of stock. For pension transfers, we do accept electronic Origo requests, in this case paper transfer forms may not be required.

How do I close my account?

Please drop us a message via email or chat if you wish to close your account. Please include the following information:

  • Your customer reference which begins with “EVE”

  • Your date of birth

  • The reason for closing (Optional)

Please note that if you have invested with us, we must retain records for a specific period to comply with regulatory requirements.

Still got questions?

We're always happy to help, if you can't find an answer to your question you can speak to one of our dedicated support specialists via webchat.

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