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A fund is an investment that pools together the money from many individuals. Fund managers then use it to invest in a wide range of shares and/or bonds. Each investor is issued units, which represent a portion of the holdings of the fund.
Once you have opened an account, it is straightforward and secure to place a deal. Please ensure you have read the fund's Key Investor Information Document or Key Features first which is available from the individual fund factsheets on the website.
1. Log in or call our experienced dealers
Log in to your secure online account or call our experienced dealers on 0117 980 9800.
2. Select the account in which you wish to deal
Select either the Fund & Share Account, Stocks & Shares ISA or SIPP.
3. Choose your investment and deal value
Find your fund online and enter the value you're looking to invest. Alternatively, provide your dealer with these details by telephone. When dealing online, you will also need to enter your trading password.
4. Confirm the deal
The details of the deal will be provided for you to check. Confirm you're happy with the fund name and value to be invested and the deal is done. We will send you a contract note either by post or you can download it online - whichever you prefer.