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Consumer Duty Value Assessment Statement

At Fidelity, we provide products and services that represent good value to you, our customers. Our purpose is to help you achieve your long-term financial goals, whether you are looking to grow your wealth, preserve your wealth, or use your investments to provide you with an income over time. We do this by offering a range of accounts, investment products and services that make investing easy.

For your peace of mind, we’re authorised and regulated in the UK by the Financial Conduct Authority (FCA). As part of the FCA’s Consumer Duty, we need to continually ask ourselves whether our products and services represent fair value for the price you pay. To answer this question, we need to make a value assessment, at least once a year, to be reviewed by the Board of Directors and if requested made available to the FCA.

You can access the current year’s Value for Money Statement and statements from the previous two years using the links below:

Awards

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Policies and important information

Accessibility | Conflicts of interest statement | Consumer Duty Target Market | Consumer Duty Value Assessment Statements | Cookie policy | Diversity, Equity & Inclusion | Diversity, Equity & Inclusion Reports | Doing Business with Fidelity | Investing in Fidelity funds | Legal information | Modern slavery | Mutual respect policy | Privacy statement | Remuneration policy | Statutory and Regulatory disclosures | Whistleblowing programme

Please remember that past performance is not necessarily a guide to future performance, the performance of investments is not guaranteed, and the value of your investments can go down as well as up, so you may get back less than you invest. When investments have particular tax features, these will depend on your personal circumstances and tax rules may change in the future. This website does not contain any personal recommendations for a particular course of action, service or product. You should regularly review your investment objectives and choices and, if you are unsure whether an investment is suitable for you, you should contact an authorised financial adviser. Before opening an account, please read the ‘Doing Business with Fidelity’ document which incorporates our client terms. Prior to investing into a fund, please read the relevant key information document or Product Summary document which contains important information about the fund.

This website is issued by Financial Administration Services Limited, which is authorised and regulated by the Financial Conduct Authority (FCA) (FCA Register number 122169) and registered in England and Wales under company number 1629709 whose registered address is Beech Gate, Millfield Lane, Lower Kingswood, Tadworth, Surrey, KT20 6RP.

© FIL Limited 2026