Managing your investment

Your available options are below. Clicking on any of the links will take you to view our KIIDs, SID and CCDD documents. You'll then need to click the box at the bottom of the page to proceed to our application forms etc.

If you phone to make a change, then we'll ask you a few security questions to verify your identity before proceeding.

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

First you'll need to work out how much you want to add to your existing investment. If you're topping up your ISA, you’ll need to check the allowance you have left. Click here to find out more about your ISA allowance for 2018/19.

For guidance on how to top up your investment and view the KIIDs etc. please follow the link below.

Find out more

Increase or decrease a monthly Direct Debit

If you invest via a monthly direct debit into your Stocks and Shares ISA or Unit Trust, you can vary the amount that you invest by either calling us on
0345 605 7777 or following the link below and filling in the relevant form. If you’re calling us to increase the amount you pay, we'll ask you to confirm that you’ve read the relevant KIID before we can increase your direct debit payment.

If you are calling us to decrease your direct debit, then we'll carry out your instruction without the need to discuss the KIID. Remember the minimum regular contribution to your investment is £50 per month.

To find out more, find the relevant form and view the KIIDs etc. please follow the link below.

Find out more

Switching funds

You may decide that you want to switch the funds that you're invested in. To do so, either call us on 0345 605 7777 or follow the link below and fill in the relevant form. If you're calling us to switch your funds, we will ask you to confirm that you’ve read the relevant KIIDs before we can make the switch. Currently switching is free of charge.

To find out more, find the relevant form and view the KIIDs etc. please follow the link below.

Find out more

Transferring in from another ISA provider

You can transfer both Cash ISAs and Stocks and Shares ISAs from other providers into your RLUM Ltd Stocks and Shares ISA at any time.

To find out more and view the KIIDs etc. please follow the link below.

Find out more

Switching your Unit Trust to an ISA

If you already have an ISA with us and you wish to switch your RLUM Unit Trust to your ISA, then providing you're investing in the same funds, all you need to do is call us on 0345 605 7777 and we'll carry out your instruction. You'll need to check the allowance you have left. If you’re unsure how much you can invest in the 2018/19 tax year, we can advise you of the allowance on the call, alternatively click here to find out more about your ISA allowance for 2018/19.

If you want to invest in different funds, and you’ve read the relevant KIID for the new funds that you wish to invest in, then call us on 0345 605 7777 and we’ll carry out your instruction.

Please remember that as part of the switch we will sell the requested amount in your Unit Trust and purchase the same amount into your ISA. We don't charge for this and the same amount of units will be purchased as sold. However, this action may result in a chargeable gain and we recommend that you discuss this with your tax adviser / specialist before requesting the switch.

To find out more and view the KIIDs, please follow the link below.

Find out more

Your investment

You can find out everything you need to know about your fund and how it's doing here

Get an up-to-date investment valuation

You can get an up-to-date valuation of your investment whenever you need one.

Just call us on 0345 605 7777

You'll need your Investor ID to hand.

Get an estimated fund value here
Please remember this is an illustration only and for an accurate value you'll need to call us on 0345 605 7777