• The application form must be completed (including the correct quotation reference) as fully as possible and include full anti-money laundering certificates for all bond owners. These documents can simply be scanned as per your own internal process and then e-mail these scanned documents using the link above.

• WE DO NOT REQUIRE A WET SIGNATURE AND WILL ACCEPT YOUR SCANNED DOCUMENTS AS THE APPLICATION.

• On receipt of your e-mail; you will receive an automated acknowledgement by return which can be printed out and used as the covering note to send the cheque or BACS notification plus any important documents i.e. Enduring Powers of Attorney or Trust. The notification bears our mailing address which will display in a window envelope simplifying the process of sending us the payment details and any supplementary documents that we still need in their original form.

• On receipt of the cheque/BACS funds, units will be reserved using the next working day’s unit price;

• The investment sum will be matched with the application and will be processed within 3 working days. Should we not meet this standard we will pay you £100.00. To view our service charter please click on the link on the right hand side of this page. This only applies to products mentioned in the investment charter;

• Please retain the original application for 14 days as we may ask to see a hard copy version if some of the details are unclear;

• If the application is received by 3 pm on a working day we will send the receipt the same day otherwise it will be sent the following day;

• Should you need to contact the Investment Team with any queries, please call us on 0845 606 0708.