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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 18th November 2024 our Fidelity Adviser Solutions Client Terms and Doing Business with Fidelity Adviser Solutions documents are changing.  There are a number of changes and clarifications in the documents.

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

Doing business with Fidelity Adviser Solutions (Key Features)
Client Terms
Privacy Statement
Standard Life SIPP KFD
Supplementary information about taxation

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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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