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investments

important information

 

changes to the smile invest service

smile has taken the decision to simplify the products and services offered to customers. Therefore, access to the Fidelity FundsNetwork via the smile invest platform will no longer be available from 1st May 2014.

i am an existing smile invest user - what do i need to do?

Nothing. As you are an existing smile invest user, your investments are already held on Fidelity’s FundsNetwork and will therefore remain unaffected.

You will automatically be transferred to the Fidelity Personal Investing service. Fidelity will write to you again shortly to confirm this change and to formally welcome you to Fidelity Personal Investing.

In the meantime, if you have any questions regarding this change, your existing policy or on-going servicing, then please contact Fidelity direct on 0800 358 4060

Note, you can still access your current portfolio of funds through this link.

if i want to make investments in the future, what do i need to do if i want advice?

Anyone who is looking at future investment opportunities should contact either of the services listed below for independent help and advice:

Money Advice Service

Independent service, set up by the government to help people make the most of their money, providing free, unbiased money advice to everyone in the UK.

Tel: 0300 500 5000
moneyadviceservice.org.uk

unbiased.co.uk

Unbiased is a comprehensive professional adviser search website which aims to help consumers find the best adviser for their needs from over 20,000 IFAs, solicitors and accountants listed.

Tel: 0330 1000 755
unbiased.co.uk

 

The Co-operative Bank p.l.c. is authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority (No.121885). The Co-operative Bank, Platform, smile and Britannia are trading names of The Co-operative Bank p.l.c., P.O. Box 101, 1 Balloon Street, Manchester M60 4EP. Registered in England and Wales No.990937. Credit facilities are provided by The Co-operative Bank p.l.c. and are subject to status and our lending policy. The Bank reserves the right to decline any application for an account or credit facility. The Co-operative Bank p.l.c. subscribes to the Standards of Lending Practice which are monitored by the Lending Standards Board.