Limited discount on the initial charge
Online offers
A discount of 3.5% will be applied to lump sum applications for investors applying online.
Applications must be received by 31st March 2012.
The discount will be applied by a relevant reduction to the standard 5% initial charge.
Do I qualify for the discount?
- Offer only available to investors who invest a lump sum in The Co-operative Investments Unit Trust by applying only through our website or by telephone (application packs can be requested by telephone and returned by post).
- The reduced initial charge applies to lump sum investments only. The standard initial charge of 5% will apply to all applications for regular monthly contributions.
- For relevant investments, whether held within an ISA or not, we reduce the buying (offer) price of units, therefore giving you more units for your money than if the standard initial charge of 5% applied.
- The discount does not apply to customers who invest in a unit trust from The Co-operative Investments, whether held within an ISA or not, through one of our Co-operative Financial Advisers. The standard initial charge of 5% will usually apply in these instances, except during promotion periods.
- The benefit of the reduced initial charge will not be reflected in any Key Features documentation, including any illustrative rates of return which are based on the standard charge.
- This offer is not available in conjunction with any other offer.
Further details about the initial charge can be found in the 'what are the charges?' section of the important information about The Co-operative Investments Unit Trusts and ISAs (PDF - 0.9Mb).
Regular investing – currently, we are able to offer a reduced initial charge to lump sum investments only. If you wish to invest a regular monthly amount into any of our range of eight unit trusts using our online application, the standard 5% initial charge applies. However, you can invest in our Sustainable Diversified, Sustainable Leaders, Sustainable World, UK Growth and UK Income with Growth Trusts at 1.5% initial charge using smile invest, part of our sister company The Co-operative Bank.
Please remember that unit trusts are stock market-based investments and their value can fall as well as rise. The capital invested is not guaranteed and you may get back less than you put in.
