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Date
Title
Document type
November 7, 2023
F&C – List of holdings
October 31, 2023
F&C – Factsheet
Factsheet
September 7, 2023
F&C – Investor Disclosure Document
Disclosures
August 8, 2023
F&C – KID
Key Information Documents (KIDs)
August 3, 2023
F&C - Interim Report and Accounts 2023
Interim Report and Accounts
May 25, 2023
Bereavement Guide
Brochure
April 28, 2023
F&C – AGM Presentation
AGM Documents
April 28, 2023
F&C – AGM Results
AGM Documents
April 26, 2023
F&C - Annual Report and Accounts (xHTML)
Annual Report and Accounts
April 21, 2023
ISA Pre-Sales Cost & Charges Disclosures
Pre-Sales Cost & Charges Disclosure
April 21, 2023
Lifetime ISA Pre-Sales Cost & Charges Disclosures
Pre-Sales Cost & Charges Disclosure
April 6, 2023
Child Trust Fund (CTF) top-up form
Top-up Forms
April 6, 2023
Individual Savings Account (ISA) top-up form
Top-up Forms
April 6, 2023
Junior ISA (JISA) top-up form
Top-up Forms
April 6, 2023
Child Trust Fund Maturity Election form
Forms
April 6, 2023
Investing for Children guide
Brochure
April 6, 2023
Investing for you guide
Brochure
April 6, 2023
GIA Transfer of Sale Proceeds to an ISA
Forms
April 6, 2023
Child Trust Fund to CT Junior ISA transfer form
Transfer Forms
April 6, 2023
Child Trust Fund (CTF) Key Features
Key Features Document
April 6, 2023
Junior Investment Account (JIA) Key Features
Key Features Document
April 6, 2023
Investment Trust ISA, Lifetime ISA and General Investment Account (GIA) Key Features
Key Features Document
April 6, 2023
Junior ISA (JISA) Key Features
Key Features Document
April 6, 2023
Individual Savings Account (ISA) application form
Application Forms
April 6, 2023
Junior ISA (JISA) application form
Application Forms
April 6, 2023
Sale of Proceeds – Combined ISA & LISA
Forms
March 15, 2023
F&C – Annual Report and Accounts 2022 - Presentation
Annual Report and Accounts
March 9, 2023
F&C – Annual Report and Accounts 2022
Annual Report and Accounts
August 24, 2022
F&C – Nomination Committee Terms of Reference
Terms of Reference
August 24, 2022
F&C – Management Engagement Committee Terms of Reference
Terms of Reference
August 24, 2022
F&C – Audit Committee Terms of Reference
Terms of Reference
July 25, 2022
F&C – Interim Report and Accounts 2022
Interim Report and Accounts
July 13, 2022
General Investment Account application form
Application Forms
July 13, 2022
Lifetime ISA Application Form
Application Forms
July 13, 2022
General Investment Account (GIA) top-up form
Top-up Forms
July 13, 2022
Direct debit instruction
Forms
July 13, 2022
General Investment Account (GIA) and Junior Investment Account ownership transfer form
Forms
July 13, 2022
General Investment Account (GIA) and Junior Investment Account (JIA) adding or removing account form
Forms
July 13, 2022
Junior Investment Account (JIA) application form
Application Forms
July 13, 2022
Individual Savings Account (ISA) transfer form
Transfer Forms
July 13, 2022
Junior ISA transfer form
Transfer Forms
July 13, 2022
Child Trust Fund – Update Contact Details Form
Forms
July 13, 2022
Investment Trust dividend form
Forms
July 13, 2022
Third party donor form
Forms
July 13, 2022
Junior ISA (JISA) Change of Registered Contact
Forms
July 13, 2022
Change to your personal details form
Forms
July 13, 2022
Junior ISA (JISA) change of investment instructions form
Forms
July 13, 2022
Investment Trust additional contact details form
Forms
July 13, 2022
Child Trust Fund (CTF) change of registered contact form
Forms
July 13, 2022
Lifetime ISA top-up Form
Top-up Forms
July 13, 2022
Junior Investment Account (JIA) top-up form
Top-up Forms
July 13, 2022
Child Trust Fund Stakeholder (CTF) Pre-Sales Cost & Charges Disclosures
Pre-Sales Cost & Charges Disclosure
July 13, 2022
Child Trust Fund Shares (CTF) Pre-Sales Cost & Charges Disclosures
Pre-Sales Cost & Charges Disclosure
July 13, 2022
Junior Investment Account (JIA) Pre-Sales Cost & Charges Disclosures
Pre-Sales Cost & Charges Disclosure
July 13, 2022
Junior ISA Pre-Sales Cost & Charges Disclosures
Pre-Sales Cost & Charges Disclosure
July 13, 2022
General Investment Account (GIA) Pre-Sales Cost & Charges Disclosures
Pre-Sales Cost & Charges Disclosure
July 13, 2022
Investment Trust ISA Additional Permitted Subscriptions (APS) application form
Application Forms
July 13, 2022
Child Trust Fund Transfer form
Transfer Forms
July 13, 2022
Investment Trust Savings Plans Sale of shares form
Forms
July 13, 2022
General Investment Account/CT Junior Investment Account Multi Applicant Form
Application Forms
July 13, 2022
Investment Trust change of instructions form
Forms
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Insights and updates

22 November 23
Insights
Head of Asset Allocation (EMEA) at Columbia Threadneedle Investments

Market snapshot October 2023

27 October 23
Insights
Head of Asset Allocation (EMEA) at Columbia Threadneedle Investments

Market snapshot September 2023

20 September 23
Insights
Head of Asset Allocation (EMEA) at Columbia Threadneedle Investments

Market snapshot August 2023

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