Clubfinance
Unit Trusts and Open Ended Investment Companies (OEICs)

Clubfinance can arrange Unit Trusts and Open Ended Investment Companies ('OEICs') investments on an execution-only basis, rebating 100% or 75% of our initial commission and 75% of our renewal commissions. If you would prefer to invest using a fund supermarket please click here

To use our service, please complete the following form to tell us the investment you are considering arranging through us. On receipt of your form you will obtain a confirmation e-mail that we have received your details and we will contact you by e-mail with progress until we have obtained the details to send to you.

Fund name Lump Sum (£)* Monthly (£)*



* - we need this in order to provide you with estimated commission and rebate details

Useful Information

A useful external website for information on Unit Trusts and OEICs is Trustnet, see link below. Using these links, you will leave the Clubfinance website and we have no responsibility for the content.

Trustnet

For a list of funds, please use the following link to the Trustnet website

List of Funds

For a list of product providers, please use the following link to the Trustnet website

List of Groups

Important Information

Clubfinance Ltd is authorised and regulated by the Financial Conduct Authority (firm reference no. 400139). Clubfinance offers an execution-only discount broker service; Clubfinance does not give advice or recommendations. If you have any doubt about the suitability of a particular product or service, or you require advice, you should seek a personal recommendation from an appropriate firm that does give advice. Clubfinance does not produce the products it arranges, or manage the underlying investments. Payments must not be made to Clubfinance, but to the relevant product provider. Contact details for Clubfinance can be found under 'contact'. Users of this website should be aware of the following:

  • Past performance is not a reliable indicator of future results.
  • The value of investments and the income from them can fall as well as rise as a result of market and currency fluctuations. For many types of investment, you may be placing your capital at risk, meaning that you may not get back the amount originally invested and you may risk losing your entire investment.
  • Some investments and policies may only be suitable as medium or long-term products.
  • Tax treatments depend on your individual circumstances and may be subject to change in future.
  • This website contains financial promotions relating to services offered by and products available through Clubfinance.
  • In the event of any conflict between product literature and information provided by Clubfinance, the product literature shall prevail.

The information on this website is intended solely for the use of those people who are United Kingdom residents for tax and investment purposes and is governed by our terms and conditions of website usage, please click here for details. It is not for distribution in any other jurisdiction, including the United States of America.

Anyone who is not a UK resident should not continue with this site unless wishing to read about personal finances available to UK residents for informational purposes only.

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