HOW TO INVEST
CONTACT OUR Broker services team
Below is listed the contact details of our sales personnel. Their responsibilities
are allocated by region and client type – discretionary and asset managers or third
party relationships.
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For Discretionary and Asset Managers
Discretionary and Asset Managers in Bristol, Bath, Midlands & The North
Tracey Peters
Phone: 01386 871753
Email: tracey.peters@rathbones.com
For Third Party Relationships
Third Party relationships in Ireland, Midlands & The North
Karl Heap
Phone: 020 7399 0399
Email:karl.heap@rathbones.com
OUR FUND PARTNERS
For your convenience, our products are available amongst those of our competitors,
on a large range of life company fund platforms and fund supermarkets. Some of the
main partnerships are shown below.
Fund Supermarkets
Life Companies
DOWNLOAD AND FILL OUT AN APPLICATION FORM
Application forms for Unit Trust Funds, Multi Asset Portfolio, and ISAs. Please read our terms and conditions carefully before applying.
Please send all completed application forms to:
Rathbone Unit Trust Management Limited
PO Box 9948
Chelmsford
CM99 2AG