Investing in Courtiers Funds
There are currently three routes to investing in Courtiers Funds.
To invest in Courtiers Funds:
Please read the relevant fund’s Key Investor Information Document (KIID) for the relevant share class as well as the Supplementary Information Document (SID), ensuring you are comfortable with the risks involved before making an investment.
Please complete the relevant application form in block letters, using black or blue ink, ensuring all relevant sections are completed and any appropriate supporting documentation attached. Application forms can be found on each specific fund’s page.
Completed application form must be sent to:
Courtiers Asset Management Limited
Investment and Fund Accounting Team, 18 Hart Street, Henley-on-Thames, Oxfordshire RG9 2AU
While qualified to manage funds, Courtiers Asset Management Limited is not authorised to provide investment advice or tax advice and recommends speaking with your adviser before making any investment decisions.
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.