How to invest
Contact our investment sales 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.
- Michael CumberlidgeInvestment Sales Consultant
Scotland and N. Ireland
020 7399 0823
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.
Rathbone Heritage Fund applications
Access to application material and further information on the fund are disclosed within a password-protected area. Eligible investors should login with the details provided.
Alternatively, please contact your client relationship manager (above) for further details on this fund.
If you are not a financial adviser you should proceed to alternative investment options for Private Investors here.
For additional information on investments over £1million (S class units/shares) please read here.
ISA subscriptions and eligibility criteria
The ISA tax year runs from 6 April to 5 April the following year. In the current tax year 2017/2018 (from 6th April 2017), your upper limit is £20,000 for all eligible investors. In the new tax year 2018/2019 (from 6th April 2018) your allowance remains frozen at £20,000).
Your whole NISA allowance can be invested in either cash, stocks and shares, or any combination of the two.
Tax self certification - corporate entities
Tax regulations require us to collect information about each investor’s tax residency. The corporate entities form should only be used by persons acting on behalf of corporate bodies investing in our funds. Information required from individual investors, investing on their own behalf is gathered via the standard application form.
* Please read with the appropriate key investor information document (KII) and the supplementary information document.
** Please make sure you have read the supplementary information document.
Different investment limits and charges apply for ‘R’ class, ‘I’ class, and ‘S’ class investments - please see the supplementary information document for more information.
Note: ISA Application forms for 2017/2018 received after 6 April 2018 (the end of the current tax year) will NOT be processed.
Regular savings plan
From 31 December 2012 we ceased to offer a regular savings plan (including ISAs). We will continue to accept payments to savings plans that have been opened prior to this date; however, we are not able to accept any increases in monthly subscriptions.
Where do I send completed application forms?
Please send all completed application forms to:
Rathbone Unit Trust Management Limited
PO Box 9948