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Frequently Asked Questions

The purpose of this information is to provide answers to your Adviser business specific questions. If you have queries regarding client dealing or administration, please refer to our client FAQ here. If your client’s investments are administrated by a platform, please contact the platform in the first instance. The list is not exhaustive, if you have any questions that are not included please contact us on 0800 011 3821. Our lines are available Monday to Friday from 9am to 5pm.

The information provided is current as of 12 April 2022. 

How can I access your funds for my clients?

Via a Fund Platform. A list of platforms supporting our funds is available here.

Via an offshore bond. Our funds are available via a number of offshore bonds.  If your chosen provider is not currently listing our funds please contact us and we will arrange for them to be made available.

Directly with EdenTree, via a Stocks & Shares ISA or an Investment Account. An agency will need to be set up when you first submit business.

How do I set up an agency with EdenTree?

Please use our contact form to get in touch with us, available here. A local sales representative will then be in touch.


How do I access application forms and regulatory documents?

Please visit our literature library here or our regulatory information page here.

How do I find out more information about your funds?

Our website offers a wealth of information, including factsheets, brochures, fund manager biographies and research.  Please visit our literature library here.

Who is my local EdenTree representative?

Please use our contact form to get in touch with us, available here. A local sales representative will then be in touch.

How do I complain on behalf of a client?

Please contact us by telephone on 0800 358 3010 or email

What commission is available?

As there are no initial charges on our funds, no initial commission is available. Renewal commission continues to be paid on eligible legacy assets.

Do you offer an adviser fee service?

No, however platforms do offer this service.

General Data Protection

General Data Protection Regulation - use of your personal data.

On 25 May 2018, data protection laws changed. We have updated our practices to ensure compliance with these laws and to ensure that we use your data in a way that is transparent.

Please refer to our Fair Processing Notice or full Privacy Policy for more information.

our charity team

Our people

Meet our expert team.

See team
community investment

Community Investment Fund

Find out more about our programme of charitable giving, working with some of London’s most marginalised communities.

See Fund