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Can I invest on-line? |
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Cofunds and Fidelity
FundsNetwork now accept applications on the internet using your
debit or switch card. Please make sure that you invest through
our website to make sure you benefit from the best discounts on
the web. Your investments will automatically be registered with
Allenbridgecare and will appear on your on-line valuation
as soon as your investment has been confirmed by either Cofunds
or Fidelity FundsNetwork. |
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Can I invest over the phone? |
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Only
for so-called "direct" investments with a fund manager (not
a fund supermarket) such as Unit Trusts and OEICS outside of
an ISA can we take instructions over the phone. Cofunds and
Fidelity FundsNetwork require you to either apply on-line or
with an application form. |
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I prefer to invest using
application forms |
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If you
prefer to use an application form you can either download one
from our website or request one from us.
When you use an application form please make sure to use the
full and correct name of the funds you want, also indicating
whether you want income or accumulation units. |
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Can I use last year's application form |
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Normally last year's application form will not be accepted,
unless it is a so-called "multi-year" form, clearing stating an
investment option for 2003/2004. |
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Can I use a non-ISA application form for an ISA? |
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Because of the unique tax status associated with ISAs you have
to apply for an ISA with a specific ISA application form. If,
for any reason, you received the wrong form, please contact us
immediately and we will forward to correct form to you.
Alternatively you may download the correct application form from
our website. |
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Can I take out an ISA with my
partner? |
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Because of the taxation rules, an ISA can only be taken out by
one person. |
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Can someone else pay for my ISA? |
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Just
as an ISA can only belong to one person, it also can only be
paid for by the very same person who takes it out. Please note
that your payment has to come out of your personal bank account
and not your company bank account. |
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Who do I make my payment to? |
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Please
make your payment to the plan manager whose application
form you are using, e.g. Cofunds Ltd, Fidelity FundsNetwork Ltd.
Because we do not hold your money at any time you cannot make
any cheques payable to us. |
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I bank with a Building
Society; is there anything I should look out for? |
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If you
are drawing a cheque from your building society account, there
must be sufficient evidence on the face of the cheque that the
funds are from the personal account of the person who will own
the ISA. If there are special requirements on the application
form please ensure that they are complied with. |
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How do I get my application
form to you? |
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You
can post the application form to us in the Business Reply
envelope you received when you requested the form from us.
Please note that if you need to post your application form close
to a deadline that you contact us first to make sure that your
application form will reach us on time as sometimes there may be
alternative ways to process your application form. |
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What will you do with my
application form? |
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As
soon as we receive your application form we will make sure it
completed. The very same day we receive your application form we
will then forward your application form and cheque to the plan
manager. We will also instruct the plan manager to give you the
extra units earned by your discount. Finally will enter your
fund to our Allenbridgecare service. |
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Why
did you return my application form to me? |
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Sometimes you may, inadvertently, have made an error submitting
your application form. These are the main points to look out
for:
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The correct application form |
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Full name and address |
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National Insurance Number |
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Date of birth |
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Correct names of the funds and
the type of units |
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Amount you wish to invest in
each fund |
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Your signature on the
declaration |
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Your cheque made out to the
plan manager |
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Requirements regarding
building society cheques |
For ease of contacting you, please submit a contact telephone
number so that we may contact you in case we may be able to
solve any problems over the phone rather than returning your
application form by post. |
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