Help & FAQs

How do I place an order for a unit trust/OEIC?

Unit Trusts and OEICs can be dealt online or by telephone. Any fund on the Selftrade website with the buy icon can be traded with Selftrade.

The majority of funds have a valuation point 12 noon daily, which means that we require your order prior to 11:00 in order to get the same day price.

There are a minority of funds that have different valuation points: we will process your order at the next available opportunity for any orders received. This may be the following working day if the order is not placed with a sufficient amount of time prior to the fund's valuation point.

Submitted on 10th Oct 2017

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Risk Warning

The value of investments can fall as well as rise and any income from them is not guaranteed and you may get back less than you invested. Past performance is not a guide to future performance.

Selftrade does not provide investment advice. If you are in any doubt as to the risk or suitability of an investment or product you should seek advice from an independent financial adviser.

The extent and value of any ISA tax advantages or benefits will vary according to the individual's circumstances. The levels and bases of taxation may also change.

The extent and value of any SIPP tax advantages or benefits will vary according to the individual's circumstances. The levels and bases of taxation may also change. If your options change regarding an employer's pension scheme you may wish to review your financial situation. Once in a pension your money is only accessible, in general, from age 55.

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