FAQs

Adviser and Intermediary FAQs

• 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?

  
  

  Contact us on 0800 358 3010 and we can then provide you with the relevant form. Once this has been completed and returned, we will then set up an agency on your behalf.

• How do I access application forms and regulatory documents?

  
  

  Please visit our literature library here.

• 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 edentreequeries@ntrs.com.

• What commission is available?

  
  

  When eligible, the retail A class can pay up to 3% initial commission and 0.5% renewal commission.

• When and how is commission paid?

  
  

  Initial commission (if applicable) is paid weekly.

  Renewal commission is paid quarterly, subject to a minimum of £10, in which case it will accumulate until it reaches the £10 minimum.

  Commission is paid electronically, but in exceptional circumstances, can be paid by cheque.

• Do you offer an adviser fee service?

  
  

  No, however platforms do offer this service.