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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.
In Europe this document is issued by Aviva Investors Luxembourg S.A. Registered Office: 2 rue du Fort Bourbon, 1st Floor, 1249 Luxembourg. Supervised by Commission de Surveillance du Secteur Financier. An Aviva company. In the UK Issued by Aviva Investors Global Services Limited. Registered in England No. 1151805. Registered Office: St Helens, 1 Undershaft, London EC3P 3DQ. Authorised and regulated by the Financial Conduct Authority. Firm Reference No. 119178. In Switzerland, this document is issued by Aviva Investors Schweiz GmbH.
In Singapore, this material is being circulated by way of an arrangement with Aviva Investors Asia Pte. Limited (AIAPL) for distribution to institutional investors only. Please note that AIAPL does not provide any independent research or analysis in the substance or preparation of this material. Recipients of this material are to contact AIAPL in respect of any matters arising from, or in connection with, this material. AIAPL, a company incorporated under the laws of Singapore with registration number 200813519W, holds a valid Capital Markets Services Licence to carry out fund management activities issued under the Securities and Futures Act (Singapore Statute Cap. 289) and Asian Exempt Financial Adviser for the purposes of the Financial Advisers Act (Singapore Statute Cap.110). Registered Office: 1 Raffles Quay, #27-13 South Tower, Singapore 048583. In Australia, this material is being circulated by way of an arrangement with Aviva Investors Pacific Pty Ltd (AIPPL) for distribution to wholesale investors only. Please note that AIPPL does not provide any independent research or analysis in the substance or preparation of this material. Recipients of this material are to contact AIPPL in respect of any matters arising from, or in connection with, this material. AIPPL, a company incorporated under the laws of Australia with Australian Business No. 87 153 200 278 and Australian Company No. 153 200 278, holds an Australian Financial Services License (AFSL 411458) issued by the Australian Securities and Investments Commission. Business Address: Level 27, 101 Collins Street, Melbourne, VIC 3000 Australia.
The name “Aviva Investors” as used in this material refers to the global organization of affiliated asset management businesses operating under the Aviva Investors name. Each Aviva investors’ affiliate is a subsidiary of Aviva plc, a publicly- traded multi-national financial services company headquartered in the United Kingdom. Aviva Investors Canada, Inc. (“AIC”) is located in Toronto and is registered with the Ontario Securities Commission (“OSC”) as a Portfolio Manager, an Exempt Market Dealer, and a Commodity Trading Manager. Aviva Investors Americas LLC is a federally registered investment advisor with the U.S. Securities and Exchange Commission. Aviva Investors Americas LLC ("AIA") is a federally registered investment advisor with the US Securities and Exchange Commission. AIA is also a commodity trading advisor (“CTA”) registered with the Commodity Futures Trading Commission (“CFTC”) and is a member of the National Futures Association (“NFA”). AIA’s Form ADV Part 2A, which provides background information about the firm and its business practices, is available upon written request to: Compliance Department, 225 West Wacker Drive, Suite 2250, Chicago, IL 60606.
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.
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.
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.
Print and complete the relevant application form and send to us together with your payment and/or completed Direct Debit Instruction to:
PO Box 10410
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.