Direct Fund Investment
Church House funds are available for direct investment as well through our discretionary portfolio services. The process is managed by our partner, Smith & Williamson Fund Administration Limited and there are two options which are detailed below.
The first route is to undertake a transaction over the telephone. There is a dedicated dealing desk and they can be reached on 0141 222 1150.
Alternatively, investors can complete an application form and forward this directly to Smith & Williamson. The form contains details of the required evidence of identity, which will need to be submitted with the application plus full details of the available payment options. Click here to view and download the application form.
If you experience any difficulties with this process please contact our Client Services Team on 01935 382620 or email us at firstname.lastname@example.org.
Prospective investors should read a fund Prospectus, Key Investor Information Document and the most recent annual or semi-annual report before applying or processing a transaction over the telephone. These documents can be accessed in our Fund Data Centre.
Please make sure you read these documents carefully and if you are unsure about the suitability of an investment please contact us to discuss our wealth management services or get in touch with an authorised financial adviser.