Application forms

Application Forms for Unit Trust Funds and ISAs

Download an application form for a Unit Trust or ISA below.

Please read our terms and conditions carefully before applying.

Unit Trust Application Form *

ISA Application Form * additional ISA information >>

Rathbone Unit Trust Simplified Prospectus

* Please ensure you have read the simplified prospectus before downloading the application forms.

Please send all completed application forms to:

International Financial Data Services Ltd
Adams House
Springfield Lyons Approach
Chelmsford
Essex
CM2 5LG

If you have an administration query, please call on 0845 300 2101.

"Investors in our funds will be treated as 'retail clients' for the purpose of dealing in units either when buying units from us or selling them back to us. You will enjoy all the protections provided to retail clients by the regulations."

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