Fidelity
Investments Unit Trusts and OEIC's
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.
|
