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How to Invest

Once you have read the Key features document and the Terms and Conditions in full, which can be found in the brochure, then:


  1. Decide how much money you wish to invest.


  2. Decide if you are happy making your own investment decisions. If not, you should contact an independent financial adviser.


  3. Choose the investment trust(s) that meet your objectives in terms of income, capital growth or a combination of the two.


  4. Decide if you wish to invest via an ISA, Share Plan or ISA Transfer.


  5. Complete the relevant application form (and Direct Debit form for monthly savings investment) and return them to us by post.

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