- Beginners’ guide to investments
- Quick lump sum calculator
- Save paper. Receive "paperless" short reports
How to apply
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 an ISA which can help protect your profits and income from tax. The benefits of the tax advantages depend on your personal circumstances. Tax rules can change.
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.
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.
