There are currently three routes to investing in Courtiers Funds.
As a Direct Investor
Application forms and relevant documentation is available on each fund page. Further information is available in the fund documentation section. You should read this before making any investment decisions.
Through a personal wealth management adviser
Courtiers private clients invest in one or a range of Courtiers funds depending on their objectives and attitude to risk. These are established through close communication with a personal wealth management adviser. A secure online account allows clients to login to view their investments at any time. Online statements and the majority of documents are delivered securely online for quick and easy access.
Via a corporate pension scheme
Our corporate members invest via corporate pension schemes to accumulate wealth for life in retirement. This is arranged with employers and employees are provided with a direct route to corporate advisers for advice, as well as online tools to review the status and performance of their pension contributions over time.
Information for existing investors
If you are an existing investor and wish to make an additional investment or switch from one Courtiers fund to another Courtiers fund, please complete and return either the:
- Top Up Form, or
- Switching ICVC Funds
Please remember to read the most recent Key Investor Information Document and Supplementary Information Document before completing and returning your forms to us.