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FAQs

FAQs

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. If you have any questions which are not covered please do not hesitate to contact us.
The information provided is current as of 31 March 2017.

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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.
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.

All content correct as at 4 February 2019 unless otherwise stated.

The value of an investment can fall as well as rise as a result of market and currency fluctuations, you may not get back the amount originally invested. Past performance should not be seen as a guide to future performance. If you are unsure which investment is most suited to you, the advice of a qualified financial adviser should be sought. EdenTree Investment Management Limited (EdenTree) Reg. No. 2519319. Registered in England at Beaufort House, Brunswick Road, Gloucester, GL1 1JZ, UK. EdenTree is authorised and regulated by the Financial Conduct Authority and is a member of the Investment Association.

FAQs

Adviser and Intermediary FAQs

General Data Protection Regulation - use of your personal data