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.
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.