Unit Trusts and Open Ended Investment Companies (OEICs)

You can obtain Unit Trusts and OEICs through Clubfinance, using either a fund supermarket or directly with the product provider.

Arranging through a Fund Supermarket:

A fund supermarket acts as an administrative platform for a range of Unit Trusts and OEICs. Clubfinance can be your intermediary on an execution-only basis, so that you benefit from our usual commission rebates.

Click here for more details and to use this service

Direct Arrangement

We can arrange investments directly if you do not wish to use a fund supermarket or the particular investment you require is not available through the fund supermarket.

Please click here for more information

Useful Information

Some useful external website for information on Unit Trusts and OEICs are shown below. Using the links below, you will leave the Clubfinance website and we have no responsibility for the content.
 

Website	Fund Listings	Product Providers
Investment Management Association	Fund directory	Fund managers
Trustnet	List of Funds	List of Groups

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.

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Clubfinance Ltd. Registered Office: Charleston House, 13 High Street, Old Town, Hemel Hempstead, Hertfordshire, HP1 3AA
 Telephone: 01442 217 287, Fax: 01442 241 045
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Clubfinance Ltd. is authorised and regulated by the Financial Services Authority (400139)

Our Commission Rebates

Arrangement through a Fund Supermarket

100% initial commission rebated; and 75% all other commission rebated
 

Direct arrangement

Products with renewal or trail commission:

100% initial commission rebated; and 75% all other commission rebated

For products with no renewal or trail commission:

75% of all commission rebated