Application packs

If you would like to apply to invest in one of our Funds, follow the steps below.

Step 1 - read the Key Investor Information Document (KIID) for the fund(s) you are interested in.

You can access these KIIDs by visiting our Fund Centre and clicking on Fund Document Library.You must read the most recent KIID for the fund or share you wish to invest in prior to investing.

Step 2 - ensure that you have read the Terms and Conditions and supplementary Information Document (SID).

You can contact us if you have questions.

Step 3 -  download the relevant application form depending on the type of investment you would like to make. Alternatively, contact your Financial Adviser or call us on 0345 777 5511 to receive a full application form by post.

Other documents