How to apply for an OEIC fund
Apply for an OEIC fund through a Financial Adviser
You can invest
in an OEIC fund through a Financial Adviser. A Financial Adviser is trained to help you choose the funds which best
suit your needs
Help protect your profits from tax with an ISA
You can also
invest in an OEIC fund though one of our ISAs which can help protect your
profits and income from tax.
The value of your ISA, and any income from it, is not guaranteed and can go up and down depending on performance (and currency exchange rate changes where a fund invests overseas). You may not get back the original amount you invested. Tax treatment depends on your individual circumstances which may be subject to change in the future. Tax rules can change.
Your Financial Adviser will help you to set it up. If you'd like more information on how to do this, please contact us.
The value of your ISA, and any income from it, is not guaranteed and can go up and down depending on performance (and currency exchange rate changes where a fund invests overseas). You may not get back the original amount you invested. Tax treatment depends on your individual circumstances which may be subject to change in the future. Tax rules can change.
Your Financial Adviser will help you to set it up. If you'd like more information on how to do this, please contact us.
Contact us
Feel free
to contact us if you have any further questions about OEICs, or if you would like to find
a Financial Adviser.
