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Invest Direct

ISA and Non ISA Funds

Invest directly with the investment company

through Seymour Sinclair Investments

 

If you’re looking to invest into an ISA, Unit Trust or OEIC and don’t require financial advice, Seymour Sinclair Investments can provide you with all the information and applications so that you can invest directly with the Investment Company without using a Platform.

No Initial Charge on all Funds

Buy through Seymour Sinclair Investments without a Platform and pay no Agent Fee or Platform Fee. The only charge to pay is the annual management charge (AMC) made by the fund manager.

  • No Initial Charge
  • No Agent Fee
  • No Platform Fee
  • Typically 1.5% annual management charge
  • Monthly Investments from just £10 a month
  • Simple postal application

Choose from the many popular Investment Companies listed below:

CompanyInformationDownload forms
Initial Charge typically 4.25%
Reduced to 0%
Lump Sum Minimum £500
Monthly Savings Minimum £50
Application Pack
Initial Charge typically 4.00%
Reduced to 0%
Lump Sum Minimum £500
Monthly Savings Minimum £50
ISA Application

Fund Application
Initial Charge typically 4.25%
Reduced to 0%
Lump Sum Minimum £1000
Monthly Savings Minimum £50
Application Pack
Initial Charge typically 5.00%
Reduced to 0%
Lump Sum Minimum £500
Monthly Savings Minimum £50
ISA Application

Fund Application
Initial Charge typically 5.25%
Reduced to 0%
Lump Sum Minimum £1000
Monthly Savings Minimum £50
ISA Application

Fund Application
blackrock logoInitial Charge typically 5.00%
Reduced to 0%
Lump Sum Minimum £500
Monthly Savings Minimum £50
ISA Application

Fund Application
BMO logoInitial Charge typically 5.00%
Reduced to 0%
Lump Sum Minimum £1000
Monthly Savings Minimum £50
ISA Application

Fund Application
City Financial logoInitial Charge typically 5.00%
Reduced to 0%
Lump Sum Minimum £500
Monthly Savings Minimum £50
Application Pack
Columbia Threadneedle logoInitial Charge typically 3.75%
Reduced to 0%
Lump Sum Minimum £2000
Monthly Savings minimum N/A
ISA Application

Fund Application
Initial Charge typically 4.00%
Reduced to 0%
Lump Sum Minimum £1000
Monthly Savings Minimum £50
ISA Application

Fund Application
Initial Charge typically 5.25%
Reduced to 0%
Lump Sum Minimum £1000
Monthly Savings Minimum £100
ISA Application

Fund Application
Initial Charge typically 5.00%
Reduced to 0%
Lump Sum Minimum £500
Monthly Savings Minimum £20
Application Pack
Initial Charge typically 4.50%
Reduced to 0%
Lump Sum Minimum £1000
Monthly Savings Minimum £100
ISA Application

Fund Application
Initial Charge typically 5.25%
Reduced to 0%
Lump Sum Minimum £500
Monthly Savings Minimum £50
ISA Application

Fund Application
liontrust logoInitial Charge typically 5.00%
Reduced to 0%
Lump Sum Minimum £1000
Monthly Savings Minimum £50
ISA Application

Fund Application
Initial Charge typically 4.00%
Reduced to 0%
Lump Sum Minimum £500
Monthly Savings Minimum £10
ISA Application

Fund Application
Initial Charge typically 5.25%
Reduced to 0%
Lump Sum Minimum £1000
Monthly Savings Minimum £50 (Dependable on Fund)
Application Pack
Initial Charge typically 5.00%
Reduced to 0%
Lump Sum Minimum £1000
Monthly Savings Minimum £50
Application Pack
Initial Charge typically 4.00%
Reduced to 0%
Lump Sum Minimum £1000
Monthly Savings Minimum £50
ISA Application

Fund Application
Initial Charge typically 4.00%
Reduced to 1%
Lump Sum Minimum £1000
Monthly Savings Minimum £250
Application Pack
premier-logoInitial Charge typically 4.00%
Reduced to 0%
Lump Sum Minimum £1000
Monthly Savings Minimum £50
ISA Application

Fund Application
Initial Charge typically 2.50%
Reduced to 0%
Lump Sum Minimum £1000
Monthly Savings Minimum N/A
ISA Application

Fund Application
Initial Charge typically 5.25%
Reduced to 0%
Lump Sum Minimum £1000
Monthly Savings Minimum £50
ISA Application

Fund Application
Initial Charge typically 5.50%
Reduced to 0%
Lump Sum Minimum £2500
Monthly Savings Minimum £100
ISA Application

Fund Application

How to invest direct

Choose from one of the popular Investment Companies listed above for lump sum investments or monthly savings plans. Click on the Application Form required and send to Seymour Sinclair Investments along with the Execution Only and Direct Offer Investment Confirmation Form using our FREEPOST address –

Freepost RTUS-RXEY-BJSJ
Seymour Sinclair Investments Limited
2 Blade Mews, London SW15 2NF

It is only possible to invest directly with an Investment Company by postal application. Please be sure to read the specific fund Key Information Investor Document (KIID) and the Seymour Sinclair Terms and Conditions of Business before investing. If there is an Investment Company that you wish to invest with not on the list please contact the office on 020 8870 7072 or email info@seymoursinclair.co.uk For further details of how to make a postal application please follow the link below.

To comply with Anti Money Laundering guidelines we need to verify the identity of all clients on behalf of the investment companies.  Please follow the link on the Side Menu for further details of the documents required.

 

IMPORTANT INFORMATION:  Remember that the value of investments and the income from them can go down as well as up and that past performance is no guarantee of future returns.  Key Feature documents give full details of aims, risks and charges – these should be read before you invest.  Whilst we provide product information, guidance and fund research, we cannot know which of these products or funds, if any, are suitable for your particular requirements and must leave that judgement to you.  Tax treatment depends on your individual circumstances and may be subject to change in the future.  If you are unsure about the suitability of an investment, you should seek expert financial advice. Read more