This process applies to all wrapper types and describes how to sell an individual asset/instrument, there is a separate article describing how to make a sale in a model portfolio.

Please note that it is also possible to instruct a sell as part of the withdrawals process. You can read more about that here: Single withdrawal from ISA/JISA or GIA. 

You can find our Best Execution Policy here. 

• Go to the Adviser Portal and log in. 
• Locate your client in the system, either via the Client tab in the top menu, or by using the Client Search function, and open their client record.

• Open the relevant account, then click Account actions and Sell. 

• • You will now see a 'Sell Investments' box. This will list all the clients current fund holdings. You can select either 'Proportional, 100% Sell down or Bespoke.

• • • Bespoke - Enter the amount of units or pounds to be disinvested from one or more assets. 
    • 100% Sell Down - The full value of the account will be sold 
    • Proportional Sell Down - Enter the amount you wish to sell, this will then be taken proportionately from funds across the account

You can enter the number of units OR the amount in £ that is to be sold. You can instruct sell downs of several holdings at the same time. An estimated total value will be calculated based on the current market values. 

• Choose whether you sell to Withdraw or Keep cash on account (for instance, if you sell because you are taking an ad-hoc fee). Please note that you cannot automatically withdraw money from a sell from a SIPP account. You would need to submit a crystallisation application instead. 

• Click Review and a summary will appear on screen. Select Submit to complete the instruction. A confirmation message appears and you can now see the orders under Pending Transactions. 

• Orders are routed to market and a contract note is made available to the client in the Client Portal within 24 hours of the order being executed. Contract notes are also accessible within the Adviser portal in the Notifications tab.

• If you chose the option Withdraw above, this is sent via BACS once the sells have been executed; usually within a day or two. The withdrawal will be made to the verified bank account that the client has on file.