INVESTMENT DOCUMENTATION

Access the latest KIIDs, SIIDs, prospectuses and forms relevant to your investment

WHAT DO YOU NEED TO DO?

If you want to start investing in an OEIC or ISA, add to your investment or move money between funds you need to:

  • read the latest version of the KIID for the fund you’re considering investing in – these can be accessed via the links below
  • sign or make a declaration to confirm you have read and kept a copy of the latest version of the KIID – within the relevant application, switch, or top-up form or by completing either the Scottish Widows Unit Trust Managers declaration form or the HBOS Investment Fund Managers declaration form. We won’t be able to process a cheque or instruction without that confirmation
  • send us your instruction and cheque (where applicable) with the completed form. You must complete an application form if you are investing in an OEIC or ISA product for the first time. If you already hold an ISA with us and have not invested into your ISA since the beginning of the previous tax year, you will need to complete an ISA application form.

Please note: For ISA investments, a different set of ISA Terms & Conditions (T&Cs) applies to the Scottish Widows OEIC and ISA Funds and the Scottish Widows Income & Growth Funds – you must accept these new T&Cs as part of your application to invest into these funds.

Latest KIIDs, SIIDs, prospectuses and forms

SCOTTISH WIDOWS FUNDS

For new and existing Scottish Widows OEIC or ISA customers – a list of the funds and share classes available for you to invest in, top-up or switch into

    View documents

    HALIFAX FUNDS

    For existing Halifax OEIC or ISA customers – a list of the funds and share classes available for you to invest in, top-up or switch into

      View documents

      SCOTTISH WIDOWS UK TRACKER FUND ISA

      For existing Scottish Widows UK Tracker Fund ISA customers

        View documents

        FUNDS TRANSFERRED TO SCOTTISH WIDOWS UNIT TRUST MANAGERS (SWUTM)

        Documentation for the funds previously managed by Scottish Widows Investment Partnership (SWIP) that were transferred to SWUTM in November 2014

          View documents