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                     Discount Broker for investments, insurance & mortgages		  

Fidelity FundsNetworkTM
 

We rebate 100% of our initial commission and 75% of our renewal commission on all funds within Fidelity FundsNetwork™.

You can invest in Unit Trusts, OEICs (Open Ended Investment Companies) and SICAVs on the Fidelity FundsNetwork™ platform, using Clubfinance as your intermediary. Most funds are also available within a mini Stocks & Shares or Maxi ISA. To see a list of funds available please use the following link:

  Funds available through Fidelity FundsNetworkTM

You can also find out more on the Fidelity FundsNetwork™ website here:

Link to Fidelity's Website

If you log in through the FundsNetwork™ website, to benefit from our discounts, you will need to ensure that Clubfinance is indicated as your intermediary (our reference number for Fidelity FundsNetworkTM is 812935).

Whilst you can generate all the information required on-line on the Fidelity FundsNetwork™ website, but if you have a preliminary enquiry such as the charges and commission on particular funds or you would like the relevant documentation e-mailed to you please use the following form at the base of this page. click here to go to form

Please remember that in order to benefit from commission rebates, you must send all documents to Clubfinance Ltd. and not direct to Fidelity FundsNetwork™, including a signed Client Declaration Form each time you send us an application, together with proof of identity.

You can carry out some transactions online on the Fidelity FundsNetwork™ website. However, you still need to send a signed Client Declaration to Clubfinance the first time you do this, together with suitable identification unless you have already supplied this to Clubfinance. Click here for full details of the process

  

Fidelity FundsNetworkTM

On-line Access

 Where you can:

  • Open a new ISA or OEIC & Unit Trust Investment Account

  • Transfer in existing ISAs or PEPs held with other Account /Plan Managers

  • View values, holdings and transactions on all your existing accounts

  • Top up existing accounts (current tax year ISA and OEIC & UT Investment Accounts only) or

  • Switch holdings on any/all your existing accounts with Fidelity among the many providers available on FundsNetwork

Please contact us if you would like a copy of the relevant Simplified Prospectus(es) for your chosen fund(s).

Our postal address is:

Clubfinance Ltd
PO Box 1036
Hemel Hempstead
Hertfordshire
HP1 2WU

Please click here to access Fidelity FundsNetworkTM

Summary details

This is only a guide. Full details will be contained in the Key Features and Terms & Conditions for the fund supermarket.

New investment

We rebate 100% of our initial commission to reduce the initial charge. After the rebate, initial charges are generally between 0% and 2.5%.

Minimum new investment is generally £1,000 per fund lump sum (additional lump sums into existing funds: £250 per fund) or, in most cases, £50 per fund monthly.

Remember that we will also rebate 75% of any renewal commission each year by cheque (see our Terms of Business). Depending on the fund, renewal commission is typically 0.5% of the fund value per year, but can be lower or zero.

You can find details of charges and commissions when you generate a personalised Key Features document when you have logged into FundsNetwork™. Alternatively, contact us with the names of the funds you are interested in and whether they will be held in a PEP/ISA.

Re-registration

Neither FundsNetwork nor the fund companies offering re-registration charge anything for this service. There are no initial charges to pay.

However, clients re-registering funds within Aegon's Premium PEP service will incur Aegon's usual charges on exiting the service. This is the only Aegon service for which there is a charge. In the unlikely event that a charge is levied by a third party, Fidelity will meet this cost. The link below shows the funds available through re-registration:

pdf Funds Available for re-registration

Clubfinance’s usual 75% rebate of any renewal commission will apply.

Transfer

We rebate 100% of our initial commission to reduce the initial charge, and. Clubfinance’s usual 75% rebate of any renewal commission will apply.

The minimum transfer is generally £1,000 per fund.

Note that your existing plan manager may make a charge or exit fee.

Switch

We do not take any initial commission on switches. If you switch Units or Shares, you will normally pay a switching charge equivalent to 0.25% of the net price of the new Units or Shares. However, if you switch Units or Shares for which there was no initial charge on purchase, normal initial charges will apply.

Funds are bought and sold so could also have a buy-sell spread or dilution levy.

Fund List

Please use the link below to find a list of funds available through the Fidelity FundsNetwork™. This list also shows whether the fund is available as an ISA investment, and whether it is available for re-registration.

pdf  List of funds available through Fidelity FundsNetworkTM

Fidelity FundsNetwork™ Information Request

Funds I am interested in investing in (not applicable for re-registration)

Provider Fund name Lump Sum (£) Monthly (£)

Existing funds to be switched, transferred, re-registered etc. (not applicable for new investment)

Provider Fund name Lump Sum (£) Monthly (£)




REMEMBER! We cannot respond if you make a mistake with your e-mail address.

Important Information

Clubfinance Ltd is authorised and regulated by the Financial Services Authority. Clubfinance offers an execution-only discount broker service; Clubfinance does not give advice or recommendations. If you have any doubt about the suitability of a particular product or service, or you require advice, you should seek a personal recommendation from an appropriate firm that does give advice. Clubfinance does not produce the products it arranges, or manage the underlying investments. Payments must not be made to Clubfinance, but to the relevant product provider. Contact details for Clubfinance can be found under ‘contact us’. Users of this website should be aware of the following:

  • Past performance is not a reliable indicator of future results.

  • The value of investments and the income from them can fall as well as rise as a result of market and currency fluctuations. For many types of investment, you may be placing your capital at risk, meaning that you may not get back the amount originally invested and you may risk losing your entire investment.

  • Some investments and policies may only be suitable as medium or long-term products.

  • Tax treatments depend on your individual circumstances and may be subject to change in future.

  • This website contains financial promotions relating to services offered by and products available through Clubfinance.

  • In the event of any conflict between product literature and information provided by Clubfinance, the product literature shall prevail.

The information on this website is intended solely for the use of those people who are United Kingdom residents for tax and investment purposes and is governed by our terms and conditions of website usage, please click here for details. It is not for distribution in any other jurisdiction, including the United States of America. Anyone who is not a UK resident should not continue with this site unless wishing to read about personal finances available to UK residents for informational purposes only.

©2004-2008 Clubfinance Ltd, all rights reserved.
Clubfinance Ltd. Registered Office: Charleston House, 13 High Street, Old Town, Hemel Hempstead, Hertfordshire, HP1 3AA
 Telephone: 01442 217 287, Fax: 01442 241 045
Registered in England, Registered Number: 04522114. Consumer Credit Licence Number: 608951
Clubfinance Ltd. is authorised and regulated by the Financial Services Authority (400139)