Investing with us
How to invest in our OEIC funds
Important information
Please remember that past performance is not a guide to future results. The value of your investments and any income from them is not guaranteed and may go down as well as up. You may not get back the full amount invested.
Please note that Columbia Threadneedle Investments does not offer investment advice. Speak to your financial adviser to find out whether Columbia Threadneedle Investments has investment solutions that are suitable for you. If you do not have a financial adviser, you can visit www.unbiased.co.uk or www.thepfs.org/yourmoney to find details of one in your area.
Making a new investment
Before you apply to make an investment, please ensure you have read and understood the following in relation to your chosen product(s).
- the relevant fund(s) Key Investor Information Document (KIID)
- any Supplementary Information Documents relating to your fund(s) (SID)
- the relevant fund(s) Target Market information
- the relevant fund(s) Prospectus
- Columbia Threadneedle terms and conditions
Please ensure you read the terms and conditions before applying, which provides more detailed information on investing with us and governs your relationship with Columbia Threadneedle Investment Services Limited regarding your investment, including respective rights and responsibilities.
If you wish to invest in one of our Columbia Threadneedle Investment Services OEICs, please contact our client services team on 0800 953 0134 or email [email protected].
Please note that certain Columbia Threadneedle funds and/or certain share classes may not be available to all investors (for example, the Columbia Threadneedle Stocks and Shares ISA is available only to UK investors) and differing minimum initial investment amounts may apply on different types of shares or units.
Redeeming or switching between Columbia Threadneedle Funds
You can switch your investment in a Columbia Threadneedle fund for an investment in another Columbia Threadneedle fund, or to another type of share in your current Columbia Threadneedle fund (provided you are eligible to hold that new type of share and that the new Columbia Threadneedle fund is available to you).
We may charge a switching fee on the exchange of shares of one Columbia Threadneedle fund for shares in another Columbia Threadneedle fund. But in any case, the switching fee will not be more than the initial charge for the class of shares into which you are switching your investment. For information about these charges, see the Prospectus for the Columbia Threadneedle fund you wish to switch into.
We do not currently charge for switching shares in one class of Columbia Threadneedle fund for shares in another class of the same Columbia Threadneedle fund. The switching or transfer of shares, being chargeable assets, may constitute a disposal or part disposal for the purposes of UK Capital Gains Tax. If you have any questions about the taxation of your investments, please seek independent tax advice.
Deal instructions for investors wishing to redeem or transfer out of Columbia Threadneedle funds can be placed by post, fax or telephone. You will need the following information in order to place a redemption/transfer:
- your Client reference/Unitholder number (which can be found on any recent correspondence you have received from us)
- the name of the fund and the amount you wish to sell
- Settlement details for payment i.e. bank details
Terms and conditions
- Columbia Threadneedle Funds
- Columbia Threadneedle Stocks and Shares ISA
- Columbia Threadneedle Junior ISA
When we accept your application to purchase a Columbia Threadneedle Product, these Terms and Conditions, your Application Form and, if you are investing in Columbia Threadneedle Funds, the Key Investor Information Document (or, for non–UCITS retail schemes, the non-UCITS Key Investor Information document) and the relevant Prospectus, will together be a binding agreement between you and Threadneedle Investment Services Limited.
This is an important document. Please read it carefully and ensure that you are happy with its contents before applying for Columbia Threadneedle Products. Please keep a copy of this document safe so that you can refer to it easily in the future. These Terms and Conditions supersede any earlier versions you may have received from Threadneedle Investment Services Limited previously.
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