OverviewTechnical matters
Technical matters
Tax planning opportunities for 2025/26 Replacement of the lifetime allowance Retirement Income Pension Forum The Platform Clinic Pension, retirement and tax planning Pensions tax relief and annual allowances The beneficiaries flexi-access drawdown conundrum Retirement and pensions training Personal tax and trust planning training
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Paraplanner technical hub
Paraplanner technical hub
Technical hub Retirement income Regulation, due diligence and compliance Training support
Literature library
All our product literature in one convenient place to help you do business and choose the right investment options for your clients.
Our product literature includes disclosure documentation and other guides and support materials. If you require application forms, please log in and visit the relevant 'Help and support' section. Use the button below if you wish to order some printed literature.
Downloadable literature
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Disclosure material |
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Key Features document - Doing business with Fidelity through an adviser or intermediary |
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Fidelity Client Terms for investors with an adviser or intermediary |
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Guides and assistance |
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Please click below for all documents relating to a Trust Account.
Terms and Key Features documents
This key features document explains the types of funds and accounts your clients can invest in.
It covers topics such as: risk factors, an explanation of charges, tax considerations, and how investments are administered.
This document is the legally binding contract between your clients and Fidelity International for investments made through an adviser or intermediary.
We are committed to protecting your personal data. This statement explains how we do that.
Supplementary information
This document should be read in conjunction with ‘Doing Business with Fidelity through an adviser or intermediary’ and goes into more detail on the taxation of your clients' investments.
This guide is designed to help your clients understand tax voucher and the information it contains. It shows the various types of income your clients' investments have produced and any tax we may have deducted.
Useful guides
Full information to help your clients decide if they want to move investments to us that they hold elsewhere.
This document explains the process of transferring investments from one holder to another and what your clients need to take into account before doing so.
And if you need the forms:
For transferring OEICS and Unit Trusts
For transferring SICAVs
This guide will help you explain our low cost charges and any fees you may charge for your services.
A guide for executors dealing with investments held with us in the event of the death of the account holder.