Alexander David: Dedicated, independent broker providing online share dealing, investing & share trading
for market insight and investment advice you can trust
Our Brochures
We have provided pdf versions of our standard documents here to help you.
If you would like to download a brochure, please click on the download icon to the right of the document.
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Our Corporate Brochure | For a comprehensive overview of our complete service offering please download our corporate brochure. Last updated May 2008. | 1 MB |  |
| To view an interactive version of the Our Corporate Brochure document, please do so here. | ||||
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Alexander David EIS Small Cap Fund | Lauched March 16th 2009 This Fund is a tax efficient fund issued under the Enterprise Investment Scheme which offers significant tax benefits to eligible private individuals making investments into British qualifying companies. The objective of the Fund is to provide investors with superior tax-free returns from investment in carefully selected businesses. The Fund is specifically targeted towards individuals who seek either to mitigate significant tax liabilities and/or wish to have some exposure to higher risk/reward opportunities. The Fund is designed for capital appreciation over the medium to long term with a spread of risk across a portfolio of investments. To download a FREE copy of the Fund brochure and application form please register here. | 553 KB | |
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Alexander David Portfolio 2009 | The Alexander David Portfolio offers investors a simple way to invest in a range of 10 hand-picked shares that have the potential to outperform the market in 2009. Investors benefit from ‘advisory’ level research and balanced portfolio management with ‘execution only’ commission charges. This is a unique opportunity for customers who want exposure to the growth potential of a portfolio of stocks in a range of market sectors. It’s simple, cost-effective and balanced. Access to the Alexander David Portfolio is available for a minimum investment of £2,500, with additional investment available in increments of £2,500. | 475 KB | |
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Application to Open a Margin Trading Account (Corporate) | Application to Open a Margin Trading Account (Corporate) | 208 KB | |
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Application to Open a Margin Trading Account (Personal) | Application to Open a Margin Trading Account (Personal) | 204 KB | |
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Introduction to Contracts for Difference | This brochure is a clear and succinct introduction to CFDs for retail and professional clients. It explains the role of these derivatives in detail and gives practical working examples. Last updated April 04 2008. | 151 KB | |
| To view an interactive version of the Introduction to Contracts for Difference document, please do so here. | ||||
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Alexander David Securities New Client Application Form | This is our Application Form for new Private Clients provided as a 4 page pdf document for you to download, print out and return to us when completed. Last updated March 2008. | 50 KB | |
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Alexander David Securities Commission Rates | Our commission rates provided as a single page pdf for you to download and keep. Last updated March 2008. | 30 KB | |
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Alexander David Securities Standard Terms of Business | A full set of our standard Terms of Business provided as an 16 page pdf document for you to download and keep. Last updated March 2008. | 123 KB | |
| To view an interactive version of the Alexander David Securities Standard Terms of Business document, please do so here. | ||||
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Jarvis IM Standard Terms & Conditions | The standard terms and conditions of Jarvis Investment Management. | 119 KB | |