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Fidelity Investments Unit Trusts and OEIC's Review


Fidelity Investments Unit Trusts and OEIC's

 

Read Fidelity Investments Company Review...click here



Fidelity Investments Unit Trusts and OEIC's

Fidelity Investments' online investment supermarket where you can invest in a wide range of funds from many of the UK's leading fund providers through a single ISA, PEP or OEIC & Unit Trust Investment Account administered by Fidelity Investments.

On the Fidelity Investments website you will see the Account Opening pages of whichever Fidelity Account you select to open. Your Linking Site/Intermediary will appear in the Adviser Details section ensuring that they are recognised as your Agent for the account(s) you open. In all cases you will be asked to select your chosen investments from the extensive list of available funds.

In addition, for ISA and PEP Transfers In, you will be asked for the approximate value of each Plan/Account year you wish to transfer in as well as details of the transferring Plan/Account Manager. You will also need to print for signature your completed Transfer Application Form and Letter of Authority to the transferring Plan/Account Manager. Please ensure your printer is connected and switched on so that you can print this information. Payment Details: For new ISAs and OEIC & Unit Trust Investment Accounts, payments can be accepted by Cheque or by Debit Card( or ). Please have your payment details ready if you are paying by Debit Card and ensure that the bank account from which monies will be drawn have sufficient cleared funds for this investment.

For further information on Fidelity Investments Unit Trusts and OEIC's visit the Fidelity Investments website.


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