Investing with us
How to invest
Important information
Before you invest with us, please ensure you download and read the relevant fund Key Investor Information Document (KIID). This information is required by law to help you understand the nature and risks of investing in a fund. You can find these, and in our Document library or if you wish to receive a printed copy by post, you can request this by getting in touch with our client services team.
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
- 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 Threadneedle Investment Services Limited regarding your investment, including respective rights and responsibilities.
If you wish to invest with us, you can do so by sending us a completed and signed Application Form.
Redeeming or switching between Threadneedle funds
Deal instructions for investors wishing to redeem or transfer out of 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
- Threadneedle Funds
- Threadneedle Stocks and Shares ISA
- Threadneedle Junior ISA
Client verification
Client verification
Verifying you as a client
- Current signed passport
- Current signed UK/EEA photo card driving licence (the paper counterpart driving licence is NOT an acceptable document for money laundering purposes)
- Current full UK driving licence (old version)
- State pension documentation, benefits book or original notifi cation letter from the Benefits Agency confirming the right to benefits
- EEA Member state identity card
- Recent utility bill (not mobile phone bill). Must be dated within the last 3 months
- Inland Revenue Notifications/letters (Tax Assessment, Notice of Coding or Statement of Account) dated within the last tax year – Not P45 or P60
- Self-employed registration cards for construction industry (CIS3(partner), CIS4(P), CIS4(T), CIS5, CIS6)
- Shotgun or Firearm certificate
- Residence permit issued by the Home Office to EU Nationals
- Local authority tax bill (valid for current year)
- Solicitor/Lawyer letter confirming a house purchase or land registry confirmation
Certification of documents
We strongly advise against sending the original versions of valuable personal identity, and as such we are happy to accept copied documents, which have been certified by the following bodies or professionals:
- Bank or building society clerk
- Accountant
- Doctor
- Local Government official/Councillor
- Dentist
- Police officer
- Teacher or lecturer
- Solicitor/Barrister
- Notary public/Public Officer
- Embassy or Consulate official
- Directors of Limited companies
- Justice of the peace
- MP
- General/Colonel
- Post Office Certification Service
- Client’s agent
Bank details verification
We are able to pay redemption proceeds directly into your bank account. If you wish to have the proceeds paid to your bank account, we will need to have verifi cation of your bank details. Please provide one document from the following list:
- A voided cheque
- An original bank statement. Must be dated within the last 3 months
- A giro or paying in slip for the bank account
- A letter from your bank confirming the bank details
The documents must relate to the bank account that you wish to have the proceeds paid into, and must be your own bank account. The proceeds will be released four working days after the trade date, providing the verifi cation is in place.
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Find your Fund
Columbia Threadneedle Investments has a comprehensive range of investment funds catering for a broad range of objectives.
Costs and charges explained
Columbia Threadneedle Investments has a comprehensive range of investment funds catering for a broad range of objectives.