Slater Investments Limited
Slater Investments

How to Invest

Investing with Slater Investments

 

  • Call Slater Investments’ dealing team on +44 (0) 203 893 1001
  • By printing and filling out one of our application forms

 

Please read the relevant Key Investor Information Document and the Supplementary Information Document before placing a deal in any of our Funds.

Please read the Terms & Conditions prior to placing a deal in any of our Funds.

Download and send us a completed application form.

Minimum Investment Amounts

Investing through a Platform

What is a Platform?

What is a Platform?

Platforms, historically referred to as ‘fund supermarkets’, are online accounts that allow investors to hold, buy and sell a range of different investments from a host of fund management companies together in one portfolio, including within various tax efficient wrappers. The obvious advantage is that instead of dealing directly with multiple fund houses, all your investments are centralised in one place.

However, please do note that Platforms will themselves potentially charge you a fee for use of their services in addition to the Annual Management Charge (AMC) charged by Slater Investments on our Funds. For more information regarding Slater Investments’ charges, please visit Our Charges page.

Slater Investments has Service Level Agreements (SLAs) with the following platform providers:

  • Aegon
  • Alliance Trust
  • Aviva
  • Cofunds
  • Elevate
  • Fidelity
  • FNZ
  • Hargreaves Lansdown
  • Hubwise
  • Interactive Investor
  • Investment Funds Direct
  • James Hay
  • Novia Financial/Novia Global
  • Nucleus Financial
  • Quilter International
  • BNY Pershing/Nexus
  • Phoenix Wealth
  • Raymond James
  • Standard Life
  • Transact/Integrafin

Risk Warning

The content on the website is for your information only and does not make up or form part of, and should not be interpreted as, an invitation, offer, recommendation or solicitation to buy or sell units in Slater Investments funds.

Should you proceed to access this website and click “Yes, I agree”, you:

  • confirm that you are based in United Kingdom;
  • confirm you have read and understood the Terms and Conditions of the website.
  • confirm you have read and understood the website Privacy and Cookies Policy.
  • have read and understood the following:
    • All investments carry risk and further details of the risks associated with investing in Slater Investments funds can be found in the Key Investor Information Documents (KIIDs), Supplementary Information Document (SID) and the Prospectuses for each fund.
    • The value of a fund, and the income resulting from it, can decrease as well as increase and you may not necessarily get back the amount you originally invested.
    • Past performance is not a guide to future performance.

For whichever Slater Investment fund you are interested in, please read the prospectuses, the SID and the KIIDs together with the other documents and links on each funds web page including the funds annual and semi-annual reports before making any final investment decisions.