How to invest

How to Invest in a Unit Trust Fund and ISA

To invest in our unit trusts and ISAs, either:

a) Call our Dealing and Valuations line on 0845 300 2101 between 9.00am and 5.00pm Monday to Friday, or
b) Download an application form and send it to the address below.

Please read our terms and conditions carefully before applying

Download the Simplified Prospectus or the application form below:

Rathbone Unit Trust Simplified Prospectus

Unit Trust Application Form*

ISA Application Form (2010/2011)*

Direct Debit Form

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

Please send all completed application forms to:

    Rathbone Unit Trust Management Limited
    PO Box 9948
    Chelmsford
    CM99 2AG

To download our PDFs you will need Adobe PDF Reader
If you do not already have Adobe Reader click here >>

<< back | top of page

Please consider the environment before printing > print page Print