How is it free?
As an investor, your fund probably has an Annual Management Charge that you pay each year.
This includes a charge to fund ongoing or “trail” commission to whoever sold you
the plan, usually around 0.5% every year.
This charge is usually there and is payable regardless
of how well the fund performs.
Even if you bought directly from
the fund manager, this commission element will almost always be retained by the fund manager.
We believe you have a right to expect an ongoing service for this charge.
When you complete our Registration Form this gives us your authority to obtain your
fund information from your Fund Managers in order to provide your fund reviews.
If you didn’t originally buy the fund though Bates, it will also transfer any annual
trail commission you are already paying to us, which enables us to provide you with
this valuable service without it costing you an extra penny!
We do not have the right to change any of your investments and you retain complete
control. What’s more, if, at any time, you are not happy with the service, you are
free to discontinue without any costs or penalties.
To take advantage of this service, complete our Registration Form now.
Click here to display and print the Registration Form.
Return to:
Bates Investment Review Service
Devonshire House
582 Honeypot Lane,
Stanmore
Middlesex HA7 1JS
If you do have any queries please call us on 0845 013 8080 or why not take a look
at our Frequently Asked Questions (FAQ’s)- designed to answer some of the most
common questions we get asked about the Investment Review Service.