Buy outside an ISA - investment trusts. Investing in an investment trust outside of an ISA is dealt with through Fidelity's cost-effective Share Plan. You will need to download an application form. Send your completed application form and cheque directly to the registrars (detailed on the application form). Buy outside an ISA, investment trusts,fidelity,
Buy outside an ISA - Fidelity's investment trusts
You can invest in a Fidelity investment trust outside of an ISA through Fidelity's cost-effective Share Plan. 

Please download and complete the application form below, then post it, along with a cheque, to the address on the document.

If you require any assistance, please call us free on 0800 41 41 61 between 9am to 6pm.


You can invest in the following ways:
  • open a new account with a lump sum
  • set up a monthly savings plan
  • top up an existing Share Plan


Share Plan application form
Please read the Key Features Document* and confirm that you have done so by ticking this box before downloading the application form.

Open a new account with a lump sum application form Download application form*
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