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Deloitte Portfolios
The Nutmeg 'D' portfolio comprises of investments individually selected to comply with Deloitte's Independence rules
To invest in a Deloitte-compliant portfolio, please enter your name and email address below.
For further information about our Deloitte portfolios email alex@nutmeg.com or call 020 3819 8959 (Monday–Thursday 8am–7pm Friday 8am - 4pm.)
When directed to the Nutmeg website and application process, select "Fully managed" portfolios and when entering your personal details use the same email address to complete the application.
With investment, your capital is at risk. *See terms and conditions
By accessing Nutmeg's services through this webpage, you will be investing your money in a Nutmeg D portfolio, comprising investments which have been individually selected to comply with Deloitte's Independence Rules*. You will be able to select your own risk appetite for those investments. Nutmeg will monitor the status of your investments to ensure they are compliant with the current restrictions. See Terms and Conditions. Please note that Fixed allocation portfolios and Socially responsible portfolios are not currently available as Nutmeg D portfolios.
* Deloitte and its affiliates are subject to rules and regulations relating to Audit Independence governed by the Securities and Exchange Commission, the Public Company Accounting Oversight Board, Financial Reporting Council, International Ethics Standards Board for Accountants and Code of Ethics for Professional Accountants ("Independence Rules"). Deloitte and its affiliates have established policies and procedures in order to assist Deloitte personnel in complying with the Independence Rules ("Independence Rules and Policies"), which restrict certain of such Deloitte personnel; and their immediate family members from holding securities of certain attest clients of Deloitte, its affiliates, and related entities.
With investment, your capital is at risk. The Nutmeg D portfolio investments conform with Deloitte restrictions and will therefore have some different investments compared to our normal Fully Managed portfolios. The performance and investment fund costs & charges may vary as a result. Model portfolios shown during on-boarding will not demonstrate the underlying assets in Deloitte compliant portfolios. These portfolios simply illustrate the likely asset allocations for your risk tolerance.
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We'll show you a projection of the potential returns you might get. You can also see examples of the kind of investments we might use to build your portfolio and their historical returns.
Once we've got all your details, and you've selected your risk level, simply create your account. Then pay in online and we'll take care of the rest.
With investment, your capital is at risk.
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Deloitte D Portfolios - Terms & Conditions
These portfolios are available to new customers opening a Nutmeg Stocks and Shares ISA, General Investment Account, Lifetime ISA, Pension and 100%-cash pot.
These portfolios are open to new customers only. New customers are individuals who:
have not invested with, or used the services of, Nutmeg Saving and Investment Limited (Nutmeg) before; and
in Nutmeg's reasonable opinion, are capable of being accepted as a customer of Nutmeg, in accordance with the requirements of Nutmeg's Standard Terms and Conditions, and all applicable law.
These portfolios cannot be used:
to invest in Nutmeg's Fixed Allocation portfolios;
to invest in Nutmeg's Socially Responsible Investing portfolios.
In order to invest in a Deloitte-compliant Nutmeg portfolio or 'D-Portfolio' and for your account to be set up correctly you must ensure to select Fully Managed as your investment style during the sign-up process.
By accessing Nutmeg's services through this webpage, you will be investing your money in a Nutmeg D-portfolio, comprising investments which have been individually selected to comply with Deloitte's independence requirements. You will be able to select your own risk appetite for those investments.
By accepting these Terms & Conditions you authorise Nutmeg to share with Deloitte information about your investments in the D-Portfolio to allow the required monitoring as prescribed by Deloitte Independence Rules and Policies.
In accordance with the Independence Rules and Policies, when you first invest in a Nutmeg D-portfolio, you will be expected to declare such investments as prescribed by the relevant Deloitte procedures.
The Nutmeg D-portfolio investments conform with Deloitte Independence Rules and Policies and will therefore have some different investments compared to our normal Fully Managed portfolios. The performance and investment fund costs & charges may vary as a result.
The Nutmeg D-portfolio investments will be charged a fee of 0.75% up to £100k and 0.35% thereafter, incl. VAT per annum.
Under the Terms of this offer, Nutmeg will build and manage the D-portfolios for Deloitte personnel, while they remain employed by the firm.
In order to invest in the D-portfolio, you will have to satisfy the following requirements:
Follow the D-portfolio sign up process and described above.
If you wish to open a Nutmeg Stocks and Shares ISA/General Investment Account/Pension you will have to fund the product with the standard minimum opening deposit of £500.
If you wish to open a Nutmeg Lifetime ISA, you will have to fund the product with the standard minimum opening deposit of £100.
The Nutmeg Stocks and Shares ISA, General Investment Account, Lifetime ISA, Pension, transfers and withdrawals are subject to, and governed by Nutmeg Standard Terms & Conditions and the applicable law. Should a conflict arise between these terms and the Standard Terms & Conditions, the latter shall prevail.
Nutmeg Saving and Investment Limited is authorised and regulated by the Financial Conduct Authority, whose address is 12 Endeavour Square, London E20 1JN, www.fca.org.uk. Our firm registration number is 552016. Nutmeg is covered by the Financial Services Compensation Scheme. There is more information about this in our Standard Terms and Conditions.