Fidelity FundsNetwork

Fidelity is the UK's largest Unit Trust/OEIC fund manager. It launched FundsNetwork in 2000 which is now one of the UK's largest fund supermarkets, administering more than £9 billion of funds on behalf of more than 380,000 investors.

You can mix and match over 1,000 funds from 55 of the UK’s leading fund companies.

Benefits

• Consolidated valuations available anytime online and sent out twice a year by post. View your entire Fidelity FundsNetwork portfolio at a glance.
• Full history of all your Fidelity FundsNetwork transactions (online only).
• Switch your funds online and by written instruction with a 0.25% switching fee.
• Invest in ISAs, or in Unit Trusts/OEICs outside ISAs.
• Invest lump sums or save monthly.
• Fidelity FundsNetwork uses a '128 bit encryption engine' that provides the highest levels of security and minimises the risk of your confidential information being read by anyone else.

Apply for a new investment

Before you invest, please make sure you read:

• Elson Associates’ Key Facts
• Terms of Business
• Commission Disclosure

New Fidelity FundsNetwork customers

You will be redirected to Fidelity's online investment supermarket where you can buy a wide range of funds from many of the UK's leading fund providers through a single Individual Savings Account (ISA) administered by Fidelity.

• Invest now - only for lump sum investments
• Request a Fidelity FundsNetwork pack by post

Existing Fidelity FundsNetwork customers

Unregistered Fidelity FundsNetwork customers need to register with Fidelity to use this online service. If you have your Fidelity Customer Reference number and Account number handy, you can register now.

• Register now
• Login here
• Request a Fidelity pack by post

Transfer your existing ISAs

Suppose you want to transfer an existing ISA to a new fund company, e.g. you have an Aberdeen ISA with Aberdeen that you want to transfer to Jupiter. You can use Fidelity FundsNetwork so that your new Jupiter funds are held at Fidelity FundsNetwork rather than Jupiter.

Next time you want to transfer your ISA to other funds, you simply switch your funds within Fidelity FundsNetwork instead of arranging another ISA Transfer.

There are two advantages

1. ISA transfers can take up to 30 days and your investment can be out of the market for some time. Switches can be arranged over 2 days.
2. Switches within Fidelity FundsNetwork are arranged with a 0.25% charge, so you could save money too.

ISA transfers are arranged with the same initial discounts (or better) than new investments.

Before you transfer

Please make sure you read Elson Associates' Key Facts document, Terms of Business and Commission Disclosure.

Add your existing funds to Fidelity FundsNetwork

You can add your existing funds to Fidelity FundsNetwork completely free of charge using a process called re-registration. Free of charge means that you have exactly the same number of units/shares in each fund after they have been re-registered.

This process is sometimes referred to as consolidation and is becoming increasingly popular with investors.

There are two ways to re-register your funds

1. Let us do the work for you. Appoint Elson Associates as your agent and let us know by e-mail or phone that you want to re-register your funds with Fidelity FundsNetwork. We will collect all the information we need from your existing fund companies and fill out the Fidelity FundsNetwork forms (as much as we can) for you. You can complete Agency Appointment forms here online in a few minutes. Simply print and sign the forms, then post them to us. Alternatively, request us to print the forms and we’ll post them to you to sign.
2. You can complete the Fidelity FundsNetwork re-registration forms yourself by downloading re-registration application forms from Fidelity's website

A word of warning: Please note re-registration is a one-way process. Funds cannot be re-registered back to the original fund company.

Before you decide

Please make sure you read Elson Associates' Key Facts document, Terms of Business and Commission Disclosure.

Switch your existing funds within Fidelity FundsNetwork

You can switch your funds within Fidelity FundsNetwork with a 0.25% charge. It’s quick and easy to switch your funds online. Unregistered Fidelity FundsNetwork customers need to register with Fidelity to use this online service. If you have your Fidelity Customer Reference number and Account number handy, you can register now.

Switch your funds online

If you haven’t used Fidelity FundsNetwork already, you can set up an account and switch your funds now.

• Register now
• Registered Fidelity customers login here

Switch your funds by paper application

Information about not registering online and filling out forms etc.

• Request a Fidelity switch instruction form by post

Before you switch your funds

Please make sure you read Elson Associates' Key Facts document, Terms of Business and Commission Disclosure.