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| INVEST ONLINE NOW! |
Now you can invest in your ISA, transfer your PEP and invest
in Unit Trusts on-line. |
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| As an alternative to online investment, or incase you are experiencing difficulties investing online, customers are urged to call the Fidelity ServiceLine on 08457 44 66 00, through which you may invest over the phone into the full range of 3rd Party Funds. To claim the discounts, please quote Allenbridge and our advisor number - 702358. |
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There are some great benefits of investing on-line:
1) Choice
You can now buy several of our recommended funds at the same time. Currently, if you invest in an Maxi ISA you can only invest with one ISA manager each year and you must choose your funds from that particular company's range. But just as a supermarket Cofunds and FundsNetwork don't limit you to only buying one product or from only one product provider. Cofunds offers over 800 different funds from a range of 51 fund managers and FundsNetwork offers over 900 funds from a range of 54 fund managers. Such a wide choice lets you build a diversified investment portfolio, whatever your needs.
2) Convenience
You do not have to fill out another paper application form with investment supermarkets. You will receive valuable information from our interactive tools to help you make your investment decisions. Service is fast and efficient: in many ways better than a traditional supermarket - there are no aisles or checkout queues to negotiate, because all transactions are made over the Internet.
3) More value for money
You still get our Allenbridge Discount - the best in the industry All funds are available at the Allenbridge discount. The majority of funds are 0% - 1.25% initial charge, depending on the provider or funds you choose. As charges on traditional Unit Trust ISAs can be as high as 5.25%, Allenbridge offers significant cost savings to investors, saving you hundreds of pounds that can be reinvested for the potential of even higher returns.
4) Performance
Both Cofunds and FundsNetwork offer investors funds with impressive credentials. For example, most of our recommended funds can be purchased with either one of the two fund supermarkets. Your funds' performance will still be monitored through our Allenbridgecare service which is also available on-line through My Portfolio.
5) Service
You will still receive a complete quarterly statement of all your funds. Besides the Quarterly Valuation you are used to receive for all your investments through us and under Allenbridgecare you are also able to have all your investment information consolidated onto a single online statement. You can access your portfolio and see exactly how your investments are performing at a time convenient for you, 24 hours a day, seven days a week - our supermarket does not close. You get real-time valuations of your investments, to keep you in touch with movements in your portfolio as they happen. What's more, you can analyse your portfolio is a number of ways: by fund, by market, by industry sector, by provider. |
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My Portfolio
Cofunds
