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Products Overview
ISA
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ISA
ISA overview About our ISA Account opening Opening a new account Re-registration & transfers Account dealing Investing for children Withdrawals & account closing
Pension
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Pension
Pension overview About our Pension Account opening Re-registration & transfers Account dealing Investing for children Withdrawals & account closing Technical resources Your pension phased drawdown service
Investment Account
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Investment Account
Investment Account overview About our Investment Account Account opening Re-registration & transfers Account dealing Withdrawals & account closing
Cash, Corporate & Trust and Bonds
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Cash, Corporate & Trust and Bonds
Cash Trust, Pension Trustee and Company Account Canada Life Intl. Bond Utmost offshore bonds
Overview of Products section
Investments

Investments

Investments Overview
Investment range
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Investment range
Investment range overview Our investment range Dealing times Share dealing service Charges
Sustainable investing
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Sustainable investing
Sustainable investing
Model portfolios & DFMs
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Model portfolios & DFMs
DFM service for advisory firms Model portfolio services for advisory firms Model portfolio service for DFMs List of available DFMs
Overview of Investments section
Client administration

Client administration

Client administration Overview
Client administration help
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Client administration help
Account opening Our bank details Re-registration & transfers Account dealing Withdrawals and account closing Amending client details Bereavement and planning ahead Fees and charges Information-only advisers
Overview of Client administration section
Business support

Business support

Business support Overview
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Business support help
Adviser fees service Client and Business reporting Doing business with Fidelity Adviser Solutions Moving clients between firms Compliance & regulation Upload & send Getting clients online Data to support your business needs
Overview of Business support section
Application forms

Application forms

Application forms Overview
Forms
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Forms
ISA Pension Investment Account Other accounts Client and account administration Business support
Overview of Application forms section
Important updates

Important updates

Important updates Overview
Important updates
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Important updates
What's new Important changes: FundsNetwork SIPP and Bond Products Company & Trust accounts move to main administration system Fund updates Side pockets Inflation warning for cash holdings Important information: Dealing issue notification
Overview of Important updates section

Doing 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.

It's important that you provide your clients with the correct disclosure documents before they invest. You can find the full range of essential documents here.
 

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Terms and Key Features documents

Updates to Terms of Business and Product Documents  

From the 17th January 2024 our Fidelity Adviser Solutions Client Terms will change, and from 12th January 2025 our Doing Business with Fidelity Adviser Solutions documents will also change.  There are a number of changes and clarifications in the documents.   

More information and links to the new documents can be found here.

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.

Download document

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

Download Client Terms

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.

Download Standard Life SIPP KFD

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.

Download document

Client guides

Related content

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.

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