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.

If you wish to order some printed literature, please go here.

Downloadable literature

Pension

Disclosure material

FundsNetwork Pension Key Features Document
FundsNetwork Pension Terms and Conditions

Guides and assistance

A guide to pensions and divorce
Supporting you in your due dilligence process
Facilitating adviser fees directly from personal pensions
Adviser product guide
Client guide to our Pension - Helping you grow your retirement income
Product specification
Withdrawal options factsheet
Product summary
Create your own marketing letters with our help
Discharge forms checklist

ISA, Junior ISA and Investment Accounts

Disclosure material

Doing Business with FundsNetwork
FundsNetwork Client Terms

Guides and assistance

ISA guide
Junior ISA guide
Supporting you in your due diligence process - ISAs and Investment Accounts

Business support

A guide to our charges and Adviser Fees service
Your guide to FundsNetwork - a business partner for the future
Supporting you in your due diligence process - ISAs and Investment Accounts

Other guides for your clients

Guides and assistance

A simple explanation of fees and charges for your clients
Client Guide to FundsNetwork

Investment Trust

Guides and assistance

Advised client guide to investment trusts

FundsNetwork Trusts

The FundsNetwork Bare Gift Trust

Bare Gift Trust adviser guide
Bare Gift Trust deed
Bare Gift Trust investor guide

The FundsNetwork Discretionary Gift Trust

Discretionary Gift Trust adviser guide
Discretionary Gift Trust deed
Discretionary Gift Trust investor guide

The FundsNetwork Bare Loan Trust

Bare Loan Trust adviser guide
Bare Loan Trust deed
Bare Loan Trust investor guide
Bare Loan Trust loan agreement

The FundsNetwork Discretionary Loan Trust

Discretionary Loan Trust adviser guide
Discretionary Loan Trust deed
Discretionary Loan Trust investor guide
The Discretionary loan Trust Loan Agreement

Trust records and other useful forms and documents

Assignment of a Bond to the Trustees
Deed of Appointment of Additional Trustee
Deed of Appointment of Beneficial Interest
Deed of Dismissal of Trustee
Deed of Retirement & Appointment of Trustee
Notice of assignment of Investment Bond

Terms and Key Features documents

Doing Business with FundsNetwork

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.

Open document

FundsNetwork Client Terms

This document is the legally binding contract between your clients and Fidelity International regarding their investments with FundsNetwork.

Open document

Pension Key Features Document

This 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.

Open document

Pension Client Terms

These terms and conditions are the legally binding contract between your clients and Fidelity International regarding their pension with FundsNetwork.

Open document

Privacy Statement

We are committed to protecting your personal data. This statement explains how we do that.

Open Document

Supplementary information

Supplementary information about taxation

This document should be read in conjunction with ‘Doing Business with FundsNetwork’ and goes into more detail on the taxation of your clients' investments.

Open document

Annual Tax Voucher 2018/2019 - A general guide to help you

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.

Open document

Useful guides

Client guide

This guide explains how your clients can make the most of the services that FundsNetwork offers.

Open document

Re-registration: what your clients need to know

Full information to help your clients decide if they want to move investments to FundsNetwork that they hold elsewhere.

Open document

Stock transfers: what your clients need to know

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.

Open document

And if you need the forms:

For transferring OEICS and Unit Trusts

Open document

For transferring SICAVs

Open document

Pricing at a glance

This guide will help you explain our low cost charges and any fees you may charge for your services.

Open document

Guide for executors and administrators

A guide for executors dealing with investments held with FundsNetwork in the event of the death of the account holder.

Open document