Important documents

When making investment decisions it's important that you have all the relevant information in order to make the correct choice for your circumstances.

Here you can find the full range of our essential documents. If you have any further questions, please speak to your adviser or intermediary.

Terms and key features documents

Doing Business with FundsNetwork

This key features document explains the types of funds and accounts you can invest in.

It covers topics such as: risk factors, an explanation of charges, tax considerations, and how your investments are administered.

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FundsNetwork Client Terms

This document is the legally binding contract between you and Fidelity International regarding your investments with FundsNetwork.

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FundsNetwork Pension Key Features Document

This document provides you with all the important information to help you decide whether our pension is right for you.

It covers topics such as: risk factors, an explanation of charges, tax considerations, and how your investments are administered.

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FundsNetwork Pension Terms and Conditions

These terms and conditions are the legally binding contract between you and Fidelity International regarding your pension with FundsNetwork.

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Supplementary information

Supplementary information about taxation

This document should be read in conjunction with ‘Doing Business with FundsNetwork’ and goes into more detail on the taxation of your investments.

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Supplementary information about Exchange Traded Funds, Commodities and Investment Trusts

This document should be read in conjunction with 'Doing Business with FundsNetwork' if you are investing in Exchange Traded Funds (ETFs), Exchange Traded Commodities (ETCs) and Investment Trusts.

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Useful guides

Client Guide

This guide explains how you can make the most of the services that FundsNetwork offers.

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Re-registration: what you need to know

Full information to help you decide if you want to move investments to FundsNetwork that you hold elsewhere.

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Stock transfers: what you need to know

This document explains the process of transferring investments from one holder to another and what you need to take into account before doing so.

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And if you need the forms:

For transferring OEICS and Unit Trusts
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For transferring SICAVs
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Pricing at a glance

This guide explains the fees that your adviser may charge for their services and how they are paid through FundsNetwork.

Guide for executors and administrators

A guide for executors dealing with investments held with FundsNetwork in the event of the death of the account holder.

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Before you invest

Read more about our general terms, specific guidelines relating to various accounts, and important information about taxes, funds and transfers.