Before you invest
Before you make your investment decision you should read the relevant essential documents to help you decide whether an investment is right for you.
General terms for using our services
When you open an account, make an investment or otherwise use our services, we’ll ask you to agree to various terms and conditions. At any point where we need you to confirm that you’ve read and agreed to them, we’ll give you a link to the documents, and you can also find them all here for easy reference.
Important general documents you should read
These documents are not contracts, but are designed to provide you with important information related to your investment decisions. Some of these are regulatory documents that we have to supply by law, and we’ve written all of them to be as helpful to you as possible.
When you’re buying any investment
Important documents you should read Before investing, you should be sure you understand the following:
How is my money protected when I invest with Fidelity Adviser Solutions?
Fidelity Adviser Solutions is Fidelity International’s UK investment platform for advisers and advised customers. Fidelity has multiple levels of protection for your money in the event that something goes wrong. Fidelity is authorised and regulated by the Financial Conduct Authority, which means we always hold a significant amount of liquid capital. And because we are an investment firm, not a bank, we are required to separate client money and assets from our own resources. If all protections we have in place were to fail, you might have a claim under the Financial Services Compensation Scheme (but remember that this will not pay compensation if your investment performs poorly as a result of market conditions).
Our online terms
We want all our policies to be clear and transparent. Learn more about the online terms and conditions for making investments and accessing your account via our secure online system.
Open PDFDoing business with Fidelity Adviser Solutions
We want you to be sure you’ve found a provider that suits your needs. Find out all you need to know about doing business with Fidelity Adviser Solutions, before you choose to invest with us.
Open PDF