Documentation

Help yourself to the documents you need

Terms

Platform Terms of Business

Discretionary Investment Management Terms of Business

Pension Terms of Business

Junior Pension Terms of Business

Stocks & Shares ISA Terms of Business and Declaration

Cash ISA Terms of Business and Declaration

Stocks & Shares Junior ISA (JISA) Terms of Business and Declaration

Stocks & Shares Lifetime ISA (LISA) Terms of Business and Declaration

Cash Lifetime ISA (LISA) Terms of Business and Declaration

General Investment Account Terms of Business

Policies

Privacy Policy

Cash Interest Rates

Term Deposits

Governance Advisory Arrangement

Summary of our Execution Policy

Complaints Policy

Risk Warnings

MIFIDPRU Annual Disclosure

Key Features

Key Features of the Fundment Personal Pension

Key Features of the Fundment Junior Personal Pension

Key Features of the Fundment Stocks & Shares Individual Savings Account (ISA)

Key Features of the Fundment Cash Individual Savings Account (Cash ISA)

Key Features of the Fundment Stocks & Shares Junior Individual Savings Account (JISA)

Key Features of the Fundment Stocks & Shares Lifetime Individual Savings Account (LISA)

Key Features of the Fundment Cash Lifetime Individual Savings Account (Cash LISA)

Key Features of the Fundment General Investment Account (GIA)

Statements of Target Market

and Fair Value

Fundment’s Personal Pension target market and fair value statement

Fundment's Junior Personal Pension (JPP) target market and fair value statement

Fundment’s Junior Individual Savings Account (JISA) target market and fair value statement

Fundment’s Individual Savings Account (ISA) target market and fair value statement

Fundment’s Lifetime Individual Savings Account (LISA) target market and fair value statement

Fundment’s General Investment Account (GIA) target market and fair value statement

Fundment’s Platform target market and fair value statement

Fundment’s MPS target market and fair value statement