Products
Cash Trust, Pension Trustee and Company Account Canada Life Intl. Bond Utmost offshore bonds
ISA
Pension
Investment Account
Cash, Corporate & Trust and Bonds
Cash, Corporate & Trust and Bonds
Cash Trust, Pension Trustee and Company Account Canada Life Intl. Bond Utmost offshore bonds
OverviewDoing business with us
Here you’ll find all the information you need in order to do business with Fidelity, including due diligence materials to support your decision-making process and disclosure material for using with your clients.
This document, which includes our 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 regarding their investments.
This statement explains how we are committed to protecting personal data.
Download our Privacy Statement
This KFD covers topics such as: risk factors, an explanation of charges, tax considerations, and how investments are administered.
This document should be read in conjunction with ‘Doing business with Fidelity Adviser Solutions’ and goes into more detail on the taxation of your clients' investments.
Client guides
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About us
Here you’ll find all you need to know about Fidelity Adviser Solutions and using our online services.
Awards and recognition
Our commitment to building long-term relationships with advisory firms has earned us a number of industry accolades and top ratings.
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Flexibility, choice, value for money and 24/7 access are just a few of the advantages of using our platform.