How to Apply for Unit Trusts and OEICs
The Willis Owen range of benefits is not only available for ISA investments - if you want to invest into a Unit Trust or OEIC outside of an ISA you can still benefit from the same great discounts and services. Here is a simple explanation of Unit Trusts and OEICs.
How do I apply?
Important
Before you invest, you must read these documents:
Please also click on the link below to access the Cofunds Platform Fund Key Features interactive “builder”, which will allow you to produce customised information relating to the specific features and risks associated with the fund(s) you have chosen:
Should you require any assistance in accessing or using these documents please contact Willis Owen.
Apply Online Now
New customer? Simply buy your ISA through our online investment service.
Invest Online
Previously registered with Willis Owen Online Investment Service? Then login to buy and save re-entering your details.
Log In
Alternatively
Download Application Form
Questions?
If you have any questions concerning these forms or any of the processes involved in investing with us, please call us on 0800 597 2525.
If you are at all unsure about what action to take then please seek independent financial advice.
100% OFF
all Standard Initial Charges on funds featured within the Spring 2011 ISA Guide