Help with investments

Most investments today are placed via platforms. Fewer and fewer investors still invest directly with the fund managers - and for good reason - they are generally more expensive and offer less flexibility.

Our duty of care now extends to ensuring you're not paying over the odds for your investments. To this end, we recommend investing via the Fidelity FundsNetwork platform.

There are two ways to make an investment through us:

Online

The quickest and easiest way to invest is via our website. Please note that you will need to pay using a Debit card. Credit cards cannot be used.

To invest online via Fidelity FundsNetwork, please click here.

To invest online via Aegon, please click here.

Paper application

In order to invest via paper application:

1. Please contact us here and let us know which fund(s) and the amount(s) you wish to invest.
2. We will then send you an illustration (if going into a fund you don't currently hold), a pre-populated form, the relevant KIID(s) and a Service Fee Agreement.
3. Once you have read the illustration and checked the pre-populated application form, please sign the form and Service Fee Agreement and return to us along with a cheque payable to 'Aegon' (when investing under Aegon) or 'Fidelity' (when investing under Fidelity FundsNetwork). A FREEPOST envelope will be provided.

Once you have decided where you're transferring your ISA to, please contact us here and we will send you the relevant paperwork for you to complete.

You can either contact us here or alternatively, if you are invested via a platform, you can switch online.

• Switch online with Fidelity FundsNetwork here.
• Switch online with Aegon here.

If you send your application form directly to the investment company, they may not apply the relevant terms and discounts. For this reason, we request that you return your application to us for processing.

To comply with government anti-money laundering regulations, your identity will be verified for anti-money laundering purposes. This may include obtaining information about you from a credit reference agency. This information will only be used for verification of your identity. However, if you are investing on behalf of a third party e.g., in trust we will require you to supply full anti-money laundering identification for all parties involved in the investment. In this event, please see information in the money laundering section for acceptable forms of identification.