Helping you navigate your accounts with step-by-step instructions and important information around your account details.
Help understanding how transferring investments works and what you’ll need to do to start the process.
A helpful guide to what you need to know about tax and your investments.
Reporting funds – UK Tax Guides
Certain share classes within the Fidelity International fund ranges have elected to be ‘Reporting Funds’ for UK tax purposes.
Annual Tax Voucher
Annual Tax Voucher 2016/2017 - A general guide to help you (pdf)
Helpful information around your investment limits, fund dealing times, and other questions.
If you tell us you’re moving abroad we will place temporary restrictions on your account, in part because we’re not licensed to offer products and services in other countries.
If you let us know you’re moving you will not be able to switch funds, or add new money to your account. You’ll still be able to move money into cash, but not back again. While you can withdraw money at any time, we can only send money to a UK bank account.
You can change your address by logging in and going to the ‘Personal Details’ section of your account and editing your contact details, or by calling us.
Please let us know if you move back to the UK and we’ll lift the restrictions.
Learn how to open, manage and deal on your account with our help guides.
Send us your question online or visit us at our Investor Centre in London.
Give one of our UK-based associates a call on
0333 300 3351
We believe that every investor should be able to make an informed decision about investing. Read more about our general terms, specific guidelines relating to various accounts and important information about taxes, funds and transfers.
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.
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, before you choose to invest with us.
In accordance with Part Eight, ‘Disclosure by Institutions’, of the Capital Requirements Regulation (‘CRR’), the Group headed by FIL Holdings (UK) Limited is required to publish further information to allow external parties to assess the capital adequacy of the organisation, referred to as Pillar 3 disclosures.
In accordance with the Capital Requirements (Country-by-Country Reporting) Regulations 2013, the Group is also required to publish certain information on a consolidated basis for each country where it has a subsidiary or branch.