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Frequently Asked Questions - Opening an Account

The Frequently Asked Questions (FAQs) in this section have been compiled from client feedback and aim to assist clients and visitors to the website.

I have an account with another broker and wish to transfer to Hargreave Hale, how do I go about it?

If you are not an existing client of Hargreave Hale, you will need to contact your nearest branch, all branch contact numbers you will find under the "Contact Us" section of this website. You will be put in touch with a broker who will go through with you the usual account opening procedure. Your broker will then contact your previous broker and will arrange the transfer of your existing account on your behalf. You will need to notify your previous broker to expect contact from Hargreave Hale regarding the transfer.

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How do I open an account?

If you contact your nearest branch of Hargreave Hale, contact details are found under the "Contact Us" section of this website, you will be able to speak with a broker to discuss your requirements. The broker will gain as much information from you to help him or her provide you with the right level of service and products unique to you.

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