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| Option 1 - Arrange via FundsNetwork Under this option we will rebate all the initial commission for your benefit when you arrange your next ISA, OEIC, Unit Trust, PEP or ISA transfer. We will also send you an automatic annual cashback on your investment. You will have online access to manage your portfolio 24/7. |
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How to apply for your investment and join the annual cashback service In joining our services you are deemed to have accepted our terms and conditions. Simply work through the 3 simple steps below: 1. Check the funds you require are available within FundsNetwork You can view the funds available within Fidelity FundsNetwork by clicking here. If the fund you require is not available then you can invest directly using option 2 If you want to know how much discount will be applied to your investment before you invest please refer to the current fund tables here. Remember that ALL of the 'initial commission' figure showing in the table is rebated and is deducted from the initial charge. The entire renewal commission sum is automatically shared with you. If you have any questions please telephone between 9am and 5pm Monday-Friday or simply email ifa@lifedirect.co.uk 2. Complete our 'new investments service application form' This is where you acknowledge this is an 'execution-only' transaction and supply your bank details to enable us to make annual commission payments to you:  Download as pdf file Download as word document3. Use the link below to set up your account with Fidelity FundsNetwork You can invest online using a debit card (not credit card) or opt to pay by cheque (payable to 'Fidelity'). In either case you will be prompted to print off and sign confirmation forms that should be returned to us with the form from step 2 above. Please post the forms to: UK Life Direct Ltd The Barn, Riverside Business Park Natland Road, Kendal Cumbria, LA9 7SX Important Note: On the second page ensure that the Adviser Identification Number is left as "617164" as shown below otherwise we will not be able to pay you any trail commission or guarantee your initial commission discount.  Click here to set up an account with FundsNetwork FundsNetwork™ is a trademark of Fidelity International Limited used with its permission What happens next? Once your account is established, we will contact you initially to obtain your bank details, and then contact you each year with details of the annual commission payment made to your bank to represent your share of the trail commission. Why not make us agents for your existing investments to dramatically boost the value of your annual cashback? See our 'existing investments' page for details. |