Individual Investors

If you are an Individual Investor

Both our Wise Multi-Asset Growth & Wise Multi Asset Income funds are available as an OEIC and are also suitable to be included in stocks and shares ISAs and SIPPs. 

You can buy shares in the funds by email, fax, post or phone with application forms found on the Investor Fund Services website.

Email

Any email deals should be sent to dealing@ifslfunds.com from a company email address of either the registered holder or agent. These must state the account number plus the other deal details (fund, sale/repurchase, amount etc).

Phone

For phone deals, the IFSL dealing number is 0808 164 5458. A member of dealing team will go through security with you, on the account in question, take the deal instruction and explain the next steps.

Post

We can also accept post deals to the address below:Marl borough House, 59 Chorley New Road, Bolton, BL1 4QP

All deals will be placed at the next valuation point upon receipt.

Our funds are also available through all third party platforms. 

If you have any problems, please call us directly on 01608 695 180. Lines open 9am to 5pm, Monday to Friday.

Visit Investment Fund Services (IFSL)

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I'm an Advisor

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Important notice:

Whilst the funds we act as investment manager for are available to retail investors via third party providers, please note that we do not have permissions from the FCA to deal directly with retail clients and the information provided on this website is for information purposes only.

If you are not an investment professional you may still wish to visit the website to find out information about Wise Funds and the funds we manage but we recommend that if you wish to obtain advice regarding the suitability of these funds for you, you should contact a financial adviser.

Applications to invest in any fund referred to on this website can only be made through a third party and must only be made on the basis of the offering documents relating to the specific investment.

Confirmation

I understand that this website is provided for information purposes only and does not constitute an invitation, offer or solicitation to engage in any investment activity including to buy or sell any investment. I understand that nothing contained in this website should be deemed to constitute the provision of financial, investment, tax or any other professional advice in any way.

I understand that I should refer to the fund prospectus and KIID before making any investment decisions.

I understand that the value of investments and the income from them can fluctuate (this may partly be the result of exchange rate fluctuations) and that I may not get back the full amount invested. I understand that past performance is not a reliable indicator of future results.

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