Document Library

It’s handy to have everything you need in one place. 

 You should find everything you need here to manage your investments including information about our trusts and forms. If you can’t find what you need then please do get in touch.

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October 5, 2018
KID Foreign & Colonial Investment Trust
October 5, 2018
KID UK Real Estate Investments
October 5, 2018
KID UK High Income Trust - Units
October 5, 2018
KID UK High Income Trust - B Shares
October 5, 2018
KID UK High Income Trust - Ordinary Shares
October 5, 2018
KID Private Equity Trust
October 5, 2018
KID Managed Portfolio Trust - Income
October 5, 2018
KID Managed Portfolio Trust - Growth
October 5, 2018
KID Global Smaller Companies
October 5, 2018
KID Commercial Property Trust
October 5, 2018
KID Capital and Income
October 5, 2018
KID European Assets Trust
October 5, 2018
Online Service Terms & Conditions
September 14, 2018
OEIC ISA application form
September 8, 2018
Guide to saving with F&C / Investing for you
September 8, 2018
Guide to Saving for Children
September 7, 2018
Private Investor Plan application form
September 7, 2018
Junior ISA (JISA) application form
September 7, 2018
Investment Trust ISA transfer application form
September 7, 2018
Investment Trust ISA application form
September 7, 2018
CTF Transfer form
September 7, 2018
Children's Investment Plan (CIP) application form
September 7, 2018
Investment Trust ISA transfer application form
September 7, 2018
Combined ISA application and transfer form
September 7, 2018
F&C Junior ISA transfer form
September 7, 2018
F&C Private Investor Plan/F&C Children's Investment Plan Multi Applicant Form
September 7, 2018
Investment Trust ISA Additional Permitted Subscriptions (APS) application form
September 6, 2018
Private Investor Plan (PIP) top-up form
September 6, 2018
Junior ISA (JISA) top-up form
September 6, 2018
Investment Trust ISA top-up form
September 6, 2018
Child Trust Fund (CTF) top-up form
September 6, 2018
Child Investment Plan (CIP) top-up form
September 5, 2018
Third party donor form
September 5, 2018
Private Investor Plan (PIP) and Children’s Investment Plan ownership transfer form
September 5, 2018
Private Investor Plan (PIP) and Children's Investor Plan (CIP) adding or removing account form
September 5, 2018
PIP Transfer of Sale Proceeds to an ISA
September 5, 2018
OEIC ISA Transfer Form
September 5, 2018
Investment Trust Savings Plans Sale of shares form
September 5, 2018
Investment Trust dividend form
September 5, 2018
Investment Trust additional contact details form
September 5, 2018
Instruction to pay account charges using an existing direct debit
September 5, 2018
Instruction to pay account charges using a new direct debit
September 5, 2018
F&C Junior ISA (JISA) Change of Registered Contact
September 5, 2018
F&C Child Trust Fund to F&C Junior ISA transfer form
September 5, 2018
Direct debit instruction
September 5, 2018
Child Trust Fund (CTF) change of registered contact form
September 5, 2018
Change to your personal details form
September 5, 2018
Switch Form - Zerocharge
September 5, 2018
Switch Form - TL Select Service
September 5, 2018
Switch Form - TL Managed Portfolio
September 5, 2018
Junior ISA (JISA) change of investment instructions form
September 5, 2018
Investment Trust change of instructions form
September 5, 2018
Child Trust Fund (CTF) change of instructions form
September 4, 2018
Junior ISA (JISA) key features
September 4, 2018
Investment Trust ISA and Private Investor Plan (PIP) key features
September 4, 2018
Children's Investment Plan (CIP) key features
September 4, 2018
Private Investor Plan (PIP) Pre-Sales Cost & Charges Disclosures
September 4, 2018
Junior ISA Pre-Sales Cost & Charges Disclosures
September 4, 2018
ISA Pre-Sales Cost & Charges Disclosures
September 4, 2018
Children's Investment Plan (CIP) Pre Sales Pre-Sales Cost & Charges
September 4, 2018
Child Trust Fund (CTF) Pre-Sales Cost & Charges Disclosures
September 4, 2018
Child Trust Fund (CTF) Key Features
April 30, 2018
OEIC Selector application form
April 29, 2018
OEIC Investment Funds application form
April 28, 2018
OEIC Additional Permitted Subscription ISA application form
April 27, 2018
OEIC auto ISA application form
April 1, 2018
IA UK Smaller Companies sector most consistent for fund performance over three years - Q1 2018 BMO Global Asset Management Multi-Manager FundWatch survey
January 18, 2018
18-01-2018 Q4 2017 Fundwatch Press Release
November 23, 2017
BMO Global Asset Management Launches Universal Multi-Asset Portfolios
November 23, 2017
23-11-2017 IW Best Sustainable Investment Fund 2017 Award win
November 21, 2017
BMO Global Asset Management Five-Year Outlook Report- Steady Global Growth Most Likely Scenario for Near Future
October 31, 2017
Over nine in 10 funds fail to consistently deliver above average returns over three years
September 25, 2017
BMO Global Asset Management Appoints Fadi Khoury as Head of Middle East and North Africa
September 18, 2017
FundWatch Q1 2017 press release
September 18, 2017
Remuneration to top agenda in 2017 voting season
August 7, 2017
Consistency of fund performance falls in Q2
July 27, 2017
BMO Global Asset Management Multi-Manager research highlights long-term performance of active and passive funds across major markets
June 7, 2017
BMO GAM Multi-Asset team outlines five trends for delivering returns
May 15, 2017
BMO Global Asset Management excludes companies with fossil fuel reserves from Responsible Funds range
April 3, 2017
F&C Commercial Property Trust results
April 1, 2017
LDI Survey Q1 2017 FINAL
January 24, 2017
IA UK Smaller Companies sector delivers the highest number of top quartile funds over three years FandC Multi-Manager Fund Watch survey
January 9, 2017
BMO Global Asset Management adds Emerging Markets to Income Leaders suite of ETFs
September 18, 2016
2016 sees greatest annual volume of hedging activity - BMO Global Asset Management

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