Literature library

Please click below for all documents relating to a Trust Account.
 

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.

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This document is the legally binding contract between your clients and Fidelity International for investments made through an adviser or intermediary.

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

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This document should be read in conjunction with ‘Doing Business with Fidelity through an adviser or intermediary’ and goes into more detail on the taxation of your clients' investments.

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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.

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

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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.

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And if you need the forms:

For transferring OEICS and Unit Trusts

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For transferring SICAVs

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

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

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