Guide to investing
If you decide to use a financial adviser or a fund platform they will explain how to invest. If you choose to invest direct with Marlborough you will need to complete the application form from our Literature library click the link and send it by post to Marlborough Fund Managers, 59 Chorley New Road, Bolton, BL1 4QP, together with a cheque for the full amount made payable to Marlborough Fund Managers Limited.
Alternatively you can telephone our Dealing team free on 0808 145 2501 for further information. Calls to this line may be recorded for your protection.
It is important that you read the latest Key Investor Information Document (KIID) for a fund before you make any investment or top-up. We will ask you to confirm that you have done this before accepting an investment from you.
You can invest a minimum lump sum of £1,000 in any of the Marlborough funds or you can arrange a regular monthly investment, with the minimum being £100 per month. To do the latter you will need to complete the direct debit part included with the application form.
If you are investing using an ISA then the maximum you can invest in any one tax year is £20,000, which means a maximum of £1,666 per month if you are investing on a monthly basis.
What happens next?
Once we receive your instructions we will place your deal straight away. Your investment will then be made in your chosen fund(s) at the next available valuation point and we will send you a contract note. This will give you all the details about your investment such as the number of shares you receive, the price you paid and the date your investment was made. You should keep this document safe for future reference. For details of the valuation point for the fund please refer to the fund Prospectus.