Once you have opened an account, it is straightforward and secure to place a deal. Please ensure you have
read the fund's Key Features and Key Investor Information Document first which is available from the individual
fund factsheets on the website.
1. Log in or call our experienced dealers
Log in to your secure online account or call our experienced dealers on
0117 980 9800.
2. Select the account in which you wish to deal
Select either the Fund and Share Account, Stocks and Shares ISA or SIPP.
3. Choose your investment and deal value
Find your fund online and enter the value you're looking to invest. Alternatively, provide your dealer with
these details by telephone. When dealing online, you will also need to enter your trading password.
4. Confirm the deal
The details of the deal will be provided for you to check. Confirm you're happy with the fund name and value
to be invested and the deal is done. We will send you a contract note either by post or you can download
it online - whichever you prefer.