To top up your investment, increase your direct debit, transfer or switch fund(s) please follow the instructions below:
The value of your investment can go down as well as up and you could get back less than you paid in.
Top up your investment
If you're looking to top up your investment into the same funds you currently invest in, then you'll need to complete the RLUM Declaration and return it to us at the address at the bottom of this page.
However, if you're looking to top up your ISA investment and you haven't made a contribution to your RLUM ISA, either this or the previous tax year, then you'll need to complete an ISA application form. If you don't currently take an income from your investment and wish to have this paid into your bank account, then you'll need to complete the application form.
Please make your cheque payable to RLUM Ltd and write your investor ID on the reverse. If you're topping up your ISA, the money needs to come from a bank account in your name.
Unfortunately, we do not have the facility to accept top ups over the phone.
Increase your Direct Debit
You can increase your payment by calling us on 0345 605 7777. We'll ask you to confirm you that you've read the KIIDs for the fund(s) you invest in before carrying out your instruction.
Alternatively, you can complete the RLUM Declaration. Please confirm the total amount you wish to pay into each fund each month.
You can switch fund(s) by calling us on 0345 605 7777. We'll ask you to confirm you have read the KIIDs for the fund(s) you wish to switch to before carrying out your instruction.
Alternatively, you can complete the RLUM Declaration.
Transfer an existing ISA to us
Note a minimum transfer value of £1,000 applies.
Switching your RLUM Unit Trust to an existing RLUM ISA
If you're moving money from your Unit Trust into your RLUM ISA but investing in the same funds call us on 0345 605 7777 and we'll complete this for you. If you're looking to invest in different funds then we will ask you confirm that you have read the KIIDs for the new fund(s) before carrying out your instruction.
We can only carry out this if have an existing ISA with us. Remember the overall ISA limit applies and you can't have another Stocks & Shares ISA provider in the same tax year.
If you haven't contributed to an ISA with RLUM Ltd in either the current or previous tax year, you will need to complete an application form.
Please remember to sign and date any form and return it to us at the following address:
RLUM Ltd, 5th floor, Churchgate House, 56 Oxford Street, Manchester, M1 6EU
If you are topping up your investment, then remember to attach your cheque made payable to RLUM Ltd with your name and Investor ID number on the reverse.