How to invest

Important information

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Except where stated as otherwise, the source of all information is Aviva Investors Global Services Limited (AIGSL). Unless stated otherwise any views and opinions are those of Aviva Investors. They should not be viewed as indicating any guarantee of return from an investment managed by Aviva Investors nor as advice of any nature. Information contained herein has been obtained from sources believed to be reliable, but has not been independently verified by Aviva Investors and is not guaranteed to be accurate. Past performance is not a guide to the future. The value of an investment and any income from it may go down as well as up and the investor may not get back the original amount invested. Nothing in this material, including any references to specific securities, assets classes and financial markets is intended to or should be construed as advice or recommendations of any nature. Some data shown are hypothetical or projected and may not come to pass as stated due to changes in market conditions and are not guarantees of future outcomes. This material is not a recommendation to sell or purchase any investment.

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New to investing in our funds

We recognise that investors prefer to invest in a particular way which is why there are three different ways of investing in our funds, as described below.

It is important to understand that the cost of each investment method may vary depending on the method you choose.

Investing with the help of a financial adviser

A financial adviser will be able to take into account your personal circumstances when discussing financial objectives and how best to achieve them.

They can assess your situation and tell you whether the fund you’re thinking about investing in will be suitable for you. A financial adviser is likely to charge you for this personalised service.

If you do not have a financial adviser, you can find one by visiting www.unbiased.co.uk

Investing online through a third party platform

We recognise that some investors prefer to manage all of their investments online and in one place which is why we are delighted to introduce you to the Aviva Online Service. You’ll have access to all the tools and guidance needed to help make your investing experience easy and straightforward.

The online service is offered by Aviva as a way for investors to invest and manage investment funds directly, via Aviva’s ‘Investment Account’ and within an ISA/ISA transfer.

Everything you need to know to invest this way including information on product features, fund choices, charges, and key documentation can be found on the Aviva website. The information may be different to that found on this Aviva Investors site as it is specific to the Aviva Online Service.

Find out more about the Aviva Online Service or visit http://monevator.com/compare-uk-cheapest-online-brokers/ to compare alternative online investment platforms.

Investing directly with us

You can, of course, invest with us either direct or through an ISA or ISA Transfer. To do so, you will need to complete a postal application by following these simple steps.

Step 1

Visit our fund centre to read the latest Key Investor Information Document for the fund and share class you wish to invest in and the Supplementary Information Document.

Step 2

If you are investing via an ISA, please also read the Aviva Investors Investment ISA Terms and Conditions or the Aviva Investors Cash Fund ISA Terms and Conditions if you have chosen to invest in our Aviva Investors Cash Fund.

Step 3

Print and complete the relevant application form and send to us together with your payment and/or completed Direct Debit Instruction to:

Aviva Investors
Administration office
PO Box 10410
Chelmsford
CM99 2AY

Currently investing in our funds

If you are currently investing directly with us and would like to make additional investments, you can find further details in our Frequently asked questions section under Managing your investment.

This and other topics can be found under the Contact us menu above. If you have any further queries, please don't hesitate to call 0800 051 2003. Calls are free from UK land lines and mobiles. Telephone calls may be recorded for training and monitoring purposes, and to comply with applicable law and regulations.

If you are currently investing in our funds through a third party platform, you should contact that platform provider. If you are already registered with Aviva’s Online Service, you can log into MyAviva in the usual way.

If you are already registered for our online service it is no longer possible to invest directly through this method; however, you can still log into your account and manage your holdings.

Need some help?

We recognise that investing can be daunting.  There are a number of guides to investing available on the internet which could help, including a step-by-step guide to investing from Aviva.

There you will find all you need to make a start, whether you are interested in a Stocks and Shares ISA or other investments including a Self-Invested Pension.

Explore all funds

Access key fund documentation.

View fund centre

Application and transfer forms

Access direct investment, ISA and stock application and transfer forms as well as other essential forms.

View forms