Courtiers Wealth Management
Courtiers Wealth Management

Investing in Courtiers Funds

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.

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.