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Fidelity FundsNetwork Junior ISAs

FundsNetwork is Fidelity’s platform. It was set up in 2000 and is now one of the UK's largest platforms, offering more than 1,200 funds from 70 of the UK's leading fund companies.

Fidelity has portfolio management and research staff in 12 financial centres around the world and offices in 23 countries. Fidelity Worldwide Investment and its subsidiaries manage assets worth US$232.8 billion (as at 30/09/2012) for major institutions and millions of private investors around the world.


Why you should invest in an Fidelity FundsNetwork Junior ISA through CommShare

  • No initial charges - you save up to 5.5% instantly
  • Invest in commission free funds
  • Valuation and fund monitoring included
  • Transfer in most funds you already have by re-registration - free of charge
  • Invest online or by paper application
  • A low 0.24% p.a. fee, plus 0.25% p.a. FundsNetwork fee

Funds Available

You can invest in over 1,200 from 70 investment companies.


Minimum Investment Limits

Minimum initial lump sum

Maximum investment in 2012/2013 tax year

Minimum top-up lump sum

Minimum regular investment

£500

£3,600

£50

£50 p/m


Invest or Transfer

Please make sure you read the following before investing or transferring:

  • CommShare's Terms and Conditions of Business
  • Fidelity FundsNetwork Key Features and Terms and Conditions
  • The Key Investor Information Document (KIID) for your chosen fund(s). You can find KIIDs here. Select the ‘Documents’ tab on the far right hand side and then select the KIID icon for the correct fund. Alternatively, we can arrange to send KIIDs to you by post.


Register

If you’ve previously arranged Fidelity FundsNetwork Junior ISAs elsewhere, you can easily include them in our service. All you have to do is complete a Registration Form.

Why do it now? It only takes a couple of minutes and doesn’t affect the investments in any way.

All of the Fidelity FundsNetwork funds will automatically be included in the child’s own FUNDSFOLIO account. The sponsoring adult can link the child’s FUNDSFOLIO account to their own to see an up-to-date valuation of the funds and comprehensive, impartial fund information.


Switch

If you want to switch some of, or all of the holdings in the ISA between funds, please download and complete a switch form.


Sell

The child, or any other person, cannot make any withdrawals from the Junior ISA. Only the child can withdraw funds when they turn 18 years of age.

CommShare doesn't give investment advice. If you're unsure about suitability, you should seek professional advice. Past performance of an investment is not a guide to future performance. The value of investments or income from them can go down as well as up. You might not get back the amount you invest. Current tax levels and reliefs will depend on your individual circumstances.

  • CommShare Ltd, 16 Hatherley Road, Sidcup, Kent, DA14 4BG
  • Tel: 020 8308 1308 | Fax: 020 8308 1304
  • email: info@commshare.com

CommShare Ltd is Authorised and Regulated by the Financial Conduct Authority.