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If you wish to use a fund supermarket or platform we have provided details and a link to FundsNetwork which is owned and run by Fidelity. However investors may wish to use a different Platform (fund supermarket), such a CoFunds or Skandia and this can be arranged through us. We have chosen FundsNetwork as our prefered Platform as it is geared up for the investor whereas we found most other Platforms are geared up for the Adviser. If you do not wish to use a Platform and invest directly with the fund manager, this is perfectly acceptable to us and we can send you the relevant details and application forms.


Below you will see links to allow you to make investments directly on-line using Fidelity's FundsNetwork. By using this fund supermarket in which you can mix and match your investment choices to suit your portfolio or investment needs.
If you do not have to use this facility and require applications and brochures from specific investment companies please contact us and they will be sent to you by post.


 

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In order to find out more about Fundsnetwork, please click the link below.

Investors Guide to FundsNetwork - Please Read

Important information - FundsNetwork Key Features

To find out the current ISA investment limits, click on the link below.

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2011/12 ISA Application Form

2011 OEIC Applications

Fund Codes Booklet

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FundsNetwork is the investment platform operated by Fidelity International in the UK. It was set up in 2000 and pioneered platform services for Advisers, administrators and their clients, initially offering a choice of 250 funds from 14 investment providers. Today they offer over 1,200 funds from more than 70 leading providers.

The FundsNetwork ISA enables investors to access the country's leading fund managers and their funds through the convenience of one ISA. Most fund managers offer their own ISAs that are limited to their own funds. The FundsNetwork ISA does not have this restriction.


By having many funds from various fund managers under one ISA Manager, you can move your investments between fund managers within your ISA easily and quickly.

Benefits Of Using a Fund Supermarket

#              One cheque                                                         

#              Consolidated funds, statements and valuations

#              One simple paper-based application form   

#              Ability to select leading funds from different Fund Managers

#              One consolidated valuation statement                          

#              Easy and cheaper switching between funds and managers

#              Wide choice of funds                                         

#          Putting together your own Portfolio from a choice of over 1,200 funds

Before investing you must be aware that all funds can fall as well as rise and you could lose your investment under certain circumstances. Tax systems may vary in the future and income returns may change. If you are unsure in any way about the investment you wish to make, you should seek expert advice. If you are still unsure about an investment, in benefits and pitfalls, please do not invest.



Download Execution Only Investment Confirmation Form