General Information

Find all the important documents you’ll need here.

Key documents

Service Charter

Read our standard service charter including our terms and conditions

Read more

Pursuing a better investment experience

Read our how we view investing

Read more

Investment Policy Statement

Read our investment policy statement

Read more

Bluecoat Portfolio Factsheet

Fidelity Emerging Markets

Read more

iShares Environment & Low Carbon Tilt

Read more

Dimensional Global Targeted Value

Read more

Dimensional Emerging Markets Targeted Value

Read more

Dimensional Global Short-Term Investment

Read more

Dimensional Global Core Fixed Income Account

Read more

Dimensional Global Core Fixed Income Account

Read more

Bluecoat MINT Portfolio Factsheet

L&G FW ESG Tilted and Optimised Emerging

Read more

Dimensional Global Core Fixed Income Lower

Read more

iShares Environment & Low Carbon Tilt

Read more

Dimensional Global Short Dated Bond G Gr Account

Read more

Dimensional Global Targeted Value Account

Read more

Dimensional Global Core Fixed Income Lower

Read more

Dimensional Global Core Equity Lower Carbon

Read more

Dimensional World Allocation Portfolio Factsheet

Dimensional World Allocation 80/20 Account

Read more

Dimensional World Allocation 60/40 Account

Read more