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Key Customer Documents
The Financial Services Authority (FSA) has made amendments to it’s rules resulting in changes to the way we provide information to you about your investment.
The Key Features and Simplified Prospectus documents provided to you when you made your investment, are being replaced with the Key Investor Information Document (KIID) and the Supplementary Information Document (SID).
These new documents are designed to ensure that Customers have easier to understand information about their investment.
- The KIID contains specific fund information, including the objective of the fund, fund charges, fund performance and the risk level of the fund as assessed using a method of calculation set out in European Legislation.
- The SID contains product level information about how the product is administered and specific terms that apply to the product including tax considerations.
Your Portfolio
- Your Portfolio Fund II Key Investor Information Document (PDF, 93KB)
- Your Portfolio Fund III Key Investor Information Document (PDF, 91KB)
- Your Portfolio Fund IV Key Investor Information Document (PDF, 92KB)
- Your Portfolio Fund V Key Investor Information Document (PDF, 93KB)
- Your Portfolio Fund VI Key Investor Information Document (PDF, 93KB)
Expert Managed Solutions (EMS)
- Supplementary Information Document (PDF, 396KB)
- Cautious Growth Fund Key Investor Information Document (PDF, 53KB)
- Income Fund Key Investor Information Document (PDF, 55KB)
- Balanced Growth Fund Key Investor Information Document (PDF, 57KB)
- Adventurous Growth Fund Key Investor Information Document (PDF, 53KB)
- ISA Application Form (PDF, 199KB)
- ISA Additional Payment Form (PDF, 248KB)
- Non ISA Additional Payment Form (PDF, 307KB)
- Fund Switch Form (PDF, 146KB)
- Transfer Form (PDF, 285KB)
FTSE 100 Tracker Fund
The FTSE® 100 Tracker Fund information document (PDF, 449KB) including:
- Key Facts about our services and costs
- Supplementary Information Document
- FTSE® 100 Tracker Fund ISA Terms and Conditions
FTSE 100 Tracker Fund Key Investor Information Document (PDF, 61KB)
- ISA Application Form (PDF, 159KB)
- Non ISA Application Form (PDF, 156KB)
- ISA Additional Payment Form (PDF, 247KB)
- Non ISA Additional Payment Form (PDF, 334KB)
- Transfer Form (PDF, 107KB)
Junior ISA
The Junior ISA information document (PDF, 43KB) including:
- Key Facts about our services and costs
- Supplementary Information Document
- Junior ISA Terms and Conditions
- Junior ISA Key Investor Information Document (PDF, 43KB)
- Junior ISA Additional Payment Form (PDF, 347KB)
Child Trust Fund
- Supplementary Information Document (PDF, 270KB)
- Child Trust Fund Key Investor Information Document (PDF, 43KB)
- Additional Payment Form (PDF, 384KB)
- Transfer Form (PDF, 171KB)
Investment Funds
- Supplementary Information Document (PDF, 345KB)
- Balanced Fund Key Investor Information Document (PDF, 50KB)
- Equity Income Fund Key Investor Information Document (PDF, 47KB)
- High Yield Fund Key Investor Information Document (PDF, 49KB)
- Extra Income Key Investor Information Document (PDF, 46KB)
- Growth Fund Key Investor Information Document (PDF, 46KB)
- International Growth Fund Key Investor Information Document (PDF, 58KB)
- ISA Application Form (PDF, 226KB)
- ISA Additional Payment Form (PDF, 86KB)
- Non-ISA Additional Payment Form (PDF, 87KB)
- Transfer Form (PDF, 114KB)
- Fund Switch Form (PDF, 200KB)
Capital Protected Funds
- Capital Protected Accelerator Fund 1 Key Investor Information Document (PDF, 43KB)
- Capital Protected Accelerator Fund 2 Key Investor Information Document (PDF, 43KB)
- Capital Protected Accelerator Fund 3 Key Investor Information Document (PDF, 43KB)
- Capital Protected Accelerator Fund 4 Key Investor Information Document (PDF, 43KB)
- Capital Protected Accelerator Fund 5 Key Investor Information Document (PDF, 43KB)
- Capital Protected Accelerator Fund 6 Key Investor Information Document (PDF, 43KB)
Structured Investments
RBS Collective Investment Funds Limited is required to make available to customers policies that are contained within the fund prospectuses, which cover specific aspects of how we manage the funds.
- Voting Rights Policy (PDF, 70KB)
- Market Timing Policy (PDF, 228KB)
- Best Execution Policy (PDF, 62KB)
- Conflicts of Interest Policy (PDF, 64KB)
- RBSCIFL General Risk Management Policy (PDF, 117KB)
- RBSCIFL ACD Risk Policy (PDF, 213KB)
- RBSCIFL Risk Policy – Aviva Investors Global Solutions Limited (PDF, 249KB)
- RBSCIFL Risk Policy – BlackRock Limited (PDF, 226KB)
- RBSCIFL Risk Policy – RBS plc (PDF, 332KB)
- RBSCIFL Risk Policy - Standard Life Investments (PDF, 237KB)