| 1) |
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Read the documentation carefully and download your application form and identity verification certificate.
Alternatively, you can order an information pack from our literature library, which will include application forms. |
| 2) |
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Complete both sides of your application form, choosing the fund(s)/trust(s) and the amounts you wish to invest. |
| 3) |
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Attach a cheque and/or complete the direct debit option for monthly investments. |
| 4) |
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You will also need to complete an Identity Verification Certificate. |
| 5) |
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Sign the forms and post to us at the relevant freepost address below (no stamp required). |
| 6) |
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On receipt of your cheque, we will invest your money and send you confirmation of your investment and account number. |
If you have any questions please contact our Investor Services Team: 0800 317 573.