Document Library

You can find all of our documents here in one place.

Documents to download

If you know the name of the document you are searching for, you can type it in the search box below. Alternatively, you can select the type of document by clicking on the ‘Other document type’ option and selecting the correct option.

Other document type
Announcements

Balanced Commercial Property Trust – Rule 2.4 Announcement – 15 April 2024

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Factsheet

Balanced Commercial Property Trust – Factsheet

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Announcements

Balanced Commercial Property Trust – Trading Update – February 2024

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Prospectus

Balanced Commercial Property Trust – Prospectus

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Announcements

Balanced Commercial Property Trust – Trading Update – October 2023

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Interim Report and Accounts

Balanced Commercial Property Trust – Interim Report and Accounts 2023

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Announcements

Balanced Commercial Property Trust – Trading Update – August 2023

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AGM Documents

Balanced Commercial Property Trust – AGM Results – 2023

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Brochure

Bereavement Guide

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Disclosures

Balanced Commercial Property Trust – Investor Disclosure Document

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Announcements

Balanced Commercial Property Trust – Trading Update – May 2023

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Balanced Commercial Property Trust Limited – ESG Report 2022

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Annual Report and Accounts

Balanced Commercial Property Trust – Annual Report and Accounts (xHTML) 2022

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Pre-Sales Cost & Charges Disclosure

ISA Pre-Sales Cost & Charges Disclosures

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Pre-Sales Cost & Charges Disclosure

Lifetime ISA Pre-Sales Cost & Charges Disclosures

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Annual Report and Accounts

Balanced Commercial Property Trust – Annual Report and Accounts 2022

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Top-up Forms

Child Trust Fund (CTF) top-up form

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Top-up Forms

Individual Savings Account (ISA) top-up form

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Top-up Forms

Junior ISA (JISA) top-up form

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Forms

Child Trust Fund Maturity Election form

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Brochure

Investing for Children guide

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Brochure

Investing for you guide

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Forms

GIA Transfer of Sale Proceeds to an ISA

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Transfer Forms

Child Trust Fund to CT Junior ISA transfer form

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Key Features Document

Child Trust Fund (CTF) Key Features

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Key Features Document

Junior Investment Account (JIA) Key Features

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Key Features Document

Investment Trust ISA, Lifetime ISA and General Investment Account (GIA) Key Features

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Key Features Document

Junior ISA (JISA) Key Features

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Application Forms

Individual Savings Account (ISA) application form

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Application Forms

Junior ISA (JISA) application form

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Forms

Sale of Proceeds – Combined ISA & LISA

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Key Information Documents (KIDs)

Balanced Commercial Property Trust – KID

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Articles of Incorporation

Balanced Commercial Property Trust – Articles of Incorporation

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Interim Report and Accounts

Balanced Commercial Property Trust – Interim Report and Accounts 2022

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Annual Report and Accounts

Balanced Commercial Property Trust – Annual Report and Accounts 2021

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Application Forms

General Investment Account application form

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Application Forms

Lifetime ISA Application Form

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Top-up Forms

General Investment Account (GIA) top-up form

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Forms

Direct debit instruction

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Transfer Forms

General Investment Account (GIA) and Junior Investment Account ownership transfer form

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Forms

General Investment Account (GIA) and Junior Investment Account (JIA) adding or removing account form

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Application Forms

Junior Investment Account (JIA) application form

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Transfer Forms

Individual Savings Account (ISA) transfer form

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Transfer Forms

Junior ISA transfer form

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Forms

Child Trust Fund – Update Contact Details Form

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Forms

Investment Trust dividend form

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Forms

Third party donor form

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Forms

Junior ISA (JISA) Change of Registered Contact

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Forms

Change to your personal details form

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Forms

Junior ISA (JISA) change of investment instructions form

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Forms

Child Trust Fund (CTF) change of instructions form

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Forms

Investment Trust additional contact details form

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Forms

Child Trust Fund (CTF) change of registered contact form

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Top-up Forms

Lifetime ISA top-up Form

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Top-up Forms

Junior Investment Account (JIA) top-up form

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Pre-Sales Cost & Charges Disclosure

Child Trust Fund Stakeholder (CTF) Pre-Sales Cost & Charges Disclosures

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Pre-Sales Cost & Charges Disclosure

Child Trust Fund Shares (CTF) Pre-Sales Cost & Charges Disclosures

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Pre-Sales Cost & Charges Disclosure

Junior Investment Account (JIA) Pre Sales Pre-Sales Cost & Charges Disclosures

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Pre-Sales Cost & Charges Disclosure

Junior ISA Pre-Sales Cost & Charges Disclosures

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Pre-Sales Cost & Charges Disclosure

General Investment Account (GIA) Pre-Sales Cost & Charges Disclosures

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Application Forms

Investment Trust ISA Additional Permitted Subscriptions (APS) application form

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Transfer Forms

Child Trust Fund Transfer form

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Forms

Investment Trust Savings Plans Sale of shares form

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Application Forms

General Investment Account/CT Junior Investment Account Multi Applicant Form

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Forms

Investment Trust change of instructions form

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Interim Report and Accounts

Balanced Commercial Property Trust – Interim Report and Accounts 2021

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Interim Report and Accounts

Balanced Commercial Property Trust – Interim Report and Accounts 2020

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Annual Report and Accounts

Balanced Commercial Property Trust – Annual Report and Accounts 2020

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Interim Report and Accounts

Balanced Commercial Property Trust – Interim Report and Accounts 2019

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Annual Report and Accounts

Balanced Commercial Property Trust – Annual Report and Accounts 2019

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Interim Report and Accounts

Balanced Commercial Property Trust – Interim Report and Accounts 2018

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Annual Report and Accounts

Balanced Commercial Property Trust – Annual Report and Accounts 2018

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Interim Report and Accounts

Balanced Commercial Property Trust – Interim Report and Accounts 2017

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Annual Report and Accounts

Balanced Commercial Property Trust – Annual Report and Accounts 2017

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Interim Report and Accounts

Balanced Commercial Property Trust – Interim Report and Accounts 2016

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Annual Report and Accounts

Balanced Commercial Property Trust – Annual Report and Accounts 2016

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Interim Report and Accounts

Balanced Commercial Property Trust – Interim Report and Accounts 2015

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Annual Report and Accounts

Balanced Commercial Property Trust – Annual Report and Accounts 2015

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Annual Report and Accounts

Balanced Commercial Property Trust – Annual Report and Accounts 2014

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Annual Report and Accounts

Balanced Commercial Property Trust – Annual Report and Accounts 2014

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Interim Report and Accounts

Balanced Commercial Property Trust – Interim Report and Accounts 2013

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Annual Report and Accounts

Balanced Commercial Property Trust – Annual Report and Accounts 2013

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Interim Report and Accounts

Balanced Commercial Property Trust – Interim Report and Accounts 2012

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Annual Report and Accounts

Balanced Commercial Property Trust – Annual Report and Accounts 2012

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