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Register to vote on changes to Fidelity-managed funds
Much like registered companies, managed funds occasionally need shareholders to vote on proposed corporate actions, such as mergers or changes to investment objectives.
When we hold investments in a nominee structure, which means we hold your units or shares on your behalf, you won’t automatically have voting rights. However, you will be able to give us voting instructions for corporate actions on Fidelity-managed funds, including our range of trackers, so that we can vote on your behalf.
You can register for this service below. You only have to give us your details once, and your registration will apply to any ISA or Investment accounts you may have.
How will the voting process work after I have registered to vote?
You only need to register once and we will register your interest to take part in the voting for corporate actions on any Fidelity-managed funds you have invested in. This means that if a corporate action involves a vote, we will send you a voting form in the post. Please remember that this does not apply to corporate actions on funds managed by other investment companies.
Is there a charge to vote on Fidelity-managed funds corporate actions?
There is currently no charge for this service, but we reserve the right to charge for it in future and would notify you in advance if we decide to do so.
Would you continue to inform me of any corporate action which doesn’t require a vote?
When we know that a change is definitely going ahead on a Fidelity-managed fund, either because it has received shareholder approval or didn’t need it, we will notify you by post, as we currently do.
Will I still have a right to vote if I have not given consent to move these to a nominee structure?
Yes. As long as you hold your shares outside the nominee structure, there will be no change to your voting rights. Please note that this only applies to Fidelity-managed funds held in an Investment Account.
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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 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.
