How to invest

This section helps you to make an investment in a Co‑operative Investments unit trust, either through an ISA or as a stand-alone investment. If you want to transfer ISAs you have with other providers, you can also do that here.

Need advice?
If you would like help to choose a suitable fund to suit you, you have 2 choices:

  • Make an appointment with a Co‑operative Financial Adviser online or by calling our UK-based Customer Contact Centre on 08457 46 46 46. We are open from 8am – 8pm Monday to Friday, and 8am to 5pm on Saturday.
  • Contact an independent financial adviser.

1. Read the important information

We strongly recommend you read the Important Information document which contains key features, terms and conditions and other details on your investment. Please note that this is a 44 page document and may take some time to download if you have a dial-up connection. We recommend that you save or print the document for your future reference.

Download Adobe Acrobat Reader

Please read the following documentation
(these will open in new windows)

2. Print, complete and sign the appropriate form

3. Complete and sign your cheque

  • If you are applying for an ISA please make your cheque payable to ‘CIS Policyholder Services Ltd followed by your first and last names’
  • If you are applying for a unit trust (outside an ISA) please make your cheque payable to ‘CIS Unit Managers Ltd followed by your first and last name’
  • If you are applying for both an ISA and unit trust you will need a separate cheque with each application form.

4. Post your application form and signed cheque to this address (no stamp needed):

Freepost RRSL-UUXB-JTAX
The Co‑operative Investments
Miller Street
Manchester
M60 0AL

Want to change an existing ISA?

If you have an existing Co‑operative Investments ISA for the current tax year and you want to change the amount of regular savings, you can telephone us on 08457 46 46 46. You can also write to us with your instructions and cheque if you want to top up with a lump sum.

Any advice from Co‑operative Financial Advisers will relate only to a range of the products and services available from the members of the CFS Marketing Group, and a limited number of other companies.

Want to invest without advice?
If you have read the Important Information booklet and made your own decision, you can invest in a number of ways:

Transfer Your ISA to Co‑operative Investments

If you have Cash ISAs or Stocks and Shares ISAs with other providers, you can transfer them to Co‑operative Investments. We will make arrangements with your existing provider to transfer your ISA into one of our stocks and shares ISAs. All you need to do is give us your instructions by following the 4 steps below.

First, choose the ISA funds from Co‑operative Investments you want to invest in. Please read the Important Information document which contains Key features, terms and conditions and other details on ISAs from Co‑operative Investments. Please note that this is a 44 page document and may take some time to download. We recommend that you save or print the document for your future reference.

Second, download the transfer request form, print and complete for each ISA you are transfering. This is your instruction to transfer ISAs from other providers to us. If you want to transfer ISAs held with more than one provider, you need to fill out a separate form for each provider.

Third, download the application form, print and complete. This is your instruction to tell us how you want to invest your ISA with us. You can either enter an exact amount to invest or enter a percentage of the total amount transfered for each fund you choose (making sure that the total adds up to 100%).

Finally, post us the application form along with your transfer request forms, using the freepost address below and we will do the rest.

Freepost RRSL-UUXB-JTAX
ISA Returns
Co‑operative Investments
Miller Street
Manchester.
M60 0AL.

How to apply