Welcome to Charlotte Square Partners Hub

We’ve designed this space to provide you with all the most commonly used documents, including new client sign up documentation, marketing materials and operational guidance notes.

If you have any difficulties using the system, or require any further information please call Investment Administration on 0131 624 7709.


If you have already entered into an Introducer Agreement with us, and would like to request online access, please contact us either by email or write to us at:

Business Support Manager, Charlotte Square Investment Managers, 40 Charlotte Square, Edinburgh EH2 4HQ