How to apply
1. Pick the fund that's right for you
If you’ve already decided which unit trust (or trusts) is right for you, you’re ready to invest.
Or if you still need to make up your mind, take another look at our range of funds to help you decide.
Don’t forget that the value of an investment can go down as well as up, and you may get back less than you put in, so you shouldn’t take more investment risk than you’re comfortable with.
2. Make sure you've understood all the important information
Before you invest... An investment decision is an important decision, so we strongly recommend that you keep a copy of the documents below, in relation to The Co-operative Investments Unit Trusts and ISA, before you make an investment in any of our funds.
The documents provide all the information you need about the fund's investment objectives, past performance, charges, risk/reward profile, Terms and Conditions, and other details for both our Unit Trusts and Stocks and Shares ISA.
For each fund you wish to invest in, we strongly recommend you read the Key Investor Information Document for the relevant unit trust(s) below, together with the CIS Supplementary Information Document (PDF - 0.3MB).Adobe PDF format.
3. Complete your application
Complete our secure application form below
Print and sign
Print out, sign and date the application form
Write your cheque
To CIS Unit Managers Ltd (re. Forename Surname)
Post it, for free
for a stocks and shares ISA
|To receive your income payments into your bank account please print out, fill in and return this form with your application.|
for a unit trust
Pay just 1.5% initial charge using our online application form (applies to lump sum investments in a Stocks & Shares ISA or in unit trusts only) Find out more.*
Request an application form by phone
If you would like an applicaton form and information pack sending to you in the post, call us on 08457 46 46 46 and we will post one out to you.
Top five common enquiries
*Please note: This applies to lump sum investments in a Stocks & Shares ISA or in unit trusts. It doesn’t apply to investors choosing to make regular monthly payments into their investments.