Account dealing
Here we explain different ways you can transact on behalf of your clients – whether it's investing a lump sum, opting for phased investments, creating a Regular Savings Plan or switching from one investment to another. You’ll also find information on using our model portfolio service here.
Application forms
While the vast majority of transactions and processes are online only, some still require a completed form. Here you’ll find forms for those that cannot be performed online.
Anti-money laundering (AML) procedures
A run through of our procedures, including answers to commonly-asked questions. You’ll also find details of the documents we accept as proof of ID.
Setting up or amending an employer Regular Savings Plan
Below is a list of what can and cannot be done online for the set up and amendment of an employer Regular Savings Plan.
Online - Straight through processing | Offline - Paper |
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Setting up a new employer regular contribution for existing clients with a pension account. |
Setting up an Employer Regular contribution for new clients with no existing account. The process can be started online but the above forms will need to be downloaded, the remaining details completed, and the form sent to us via Upload & Send or by post. |
Making an amendment to:
No further action to you - straight through processing. Combined Employer Record Of Payments due (EROP) and Direct Debit Mandate (DDM) required to be sent via Upload & Send (Instruction Category - Client & Account Administration/Pension Employer Record of payments due form) |
Making an amendment to:
You will be prompted to download a blank Employer Record of Payment (EROP) and partially completed application form from the document section. You will then need to send this to Fidelity via Upload & Send (Instruction Category - Buying and Switching/Pension Employer/3rd party regular contributions - amendment). |
Frequently asked questions
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