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Useful documents
Clients may wish to download the documents listed beneath each category.
Click the category title to expand the menu and view the list of documents.
AJ Bell Investcentre
AJ Bell RIA Charges and rates
AJ Bell Collective Investments Key Features
AJ Bell ISA Key Features
AJ Bell Retirement Investment Account Key Features
AJ Bell SIPP Key Features
AJ Bell Platform Charges and rates
Aegon
Aegon charges
Aegon Investment Account Key Features
Aegon ISA Key Features
Aegon JISA Key Features
Aegon Pension Key Features
Old Mutual Wealth
Old Mutual International Offshore bond key features
OMW Charge basis 2
OMW Charge basis 3
OMW CIB Key Features
OMW CRA Key Features
OMW Investment Account Key Features
OMW ISA Key Features
Investment Fund KIIDs
KIID Premier Miton European Opportunities Fund B Acc
KIID Premier Miton European Opportunities Fund A Acc
Royal London SWT KIID C Share Class
KIID Fidelity Asia Pacific Opportunities Fund
KIID JPMorgan Asset Management Asia Growth Class C Accumulation [GBP]
Royal London SWT KIID
Artemis US Select KIID
AXA Framlington UK Smaller Companies
Jupiter Merian North American Equity
Fundsmith Equity
Jupiter Merian Global Equity
Invesco Asian UK
Janus Henderson China Opportunities
Janus Henderson UK Property
M&G Corporate Bond Fund
Keeleys Documents
Important Information About Our Services and Costs
Keeleys Investment Policy Statement
Your Life By Design 2019
Your Path to Wealth Management
Product Factsheets
Investment Account Factsheet
Investment Bond Factsheet
ISA
Junior ISA
Old Mutual International offshore bond key features
Pension & SIPP