Open ended investment company (OEIC) documents

To open a new OEIC or manage an existing investment, we’ve provided access to the documents you may need on this page.

Different managers operate under the Columbia Threadneedle Investments name. We can only accept instructions completed on the correct Management Company form. Please ensure you select the correct form.

For new investments or additional investments: Read the key investor information document (KIID) for your chosen fund(s) before investing. The KIID shows the name of the Management Company in the dark blue band at the start of the document.

For existing investments: Any correspondence from us will show the management company in the footer of the letter and your account number.

Columbia Threadneedle Management Limited (CTML)

The CTML Investment Trust Savings Plans have their own Document Centre for any forms needed to set up a new, or make changes to an existing account