Invest in just a few clicks
Coutts Invest gives you a simple way to invest your money for the future without the need for advice. With just a few clicks you can invest in one of five funds actively managed by our experts. Decide how much you want to put in and how adventurous you want to be, and leave the rest to us.
You can use it to put all your pensions and ISAs in one place for convenience, or simply use it to make a general investment. Start from as little as £500 with the option of regular contributions from £50 a month.
If you’re a client with access to Coutts Online, you can start straight away. If you’re not yet registered for our online banking service, please email your name and phone number firstname.lastname@example.org and we’ll set you up. Alternatively, please speak to your private banker.
The value of investments can go down as well as up and you may not get back the full amount you invest.
|Tier||Value of your Investment
||Platform fee Rate||Ongoing Charges figure||Transaction Costs|
|1||£0 to £250,000||0.35%||0.60% Max||0.07% highest|
|2||>£250,000 to £500,000||0.25%||0.60% Max||0.07% highest|
|3||>£500,000||0.10%||0.60% Max||0.07% highest|
It is important to know that our non-advised service through Coutts Invest does not provide investment advice or recommendations. The value of investments can go down as well as up, so you could get back less than you invest. Your capital is at risk. If you are unsure about an investment, you may wish to seek personal financial advice. If you have higher priority needs you should consider these ahead of an investment in Coutts Invest.
Coutts Invest Fee TariffTag Job Flow Hi-Res PDFSize: 79 KB Download Coutts Invest Fee Tariff
Coutts Invest Pension Transfer AuthorisationTag Job Flow Hi-Res PDF
Your pension: it's time to chooseYour pension: it's time to chooseSize: 536 KB Download Your pension: it's time to choose
Pension Key Features.pdfTag Job Flow Hi-Res PDFSize: 259 KB Download Pension Key Features.pdf
Summary of Conflicts of InterestSize: 69 KB Download Summary of Conflicts of Interest
Key Risks and General Information - Dealing in FundsTag Job Flow Hi-Res PDF
PensionKeyFeaturesTag Job Flow Hi-Res PDFSize: 259 KB Download PensionKeyFeatures
Investment DashboardSize: 1 MB Download Investment Dashboard
Coutts Invest Terms and ConditionsTag Job Flow Hi-Res PDFSize: 324 KB Download Coutts Invest Terms and Conditions
CouttsInvestExecutionPolicy.pdfTag Job Flow Hi-Res PDFSize: 172 KB Download CouttsInvestExecutionPolicy.pdf
Pension Scheme RulesPension Scheme RulesSize: 358 KB Download Pension Scheme Rules
Before investing have you thought about:
- Are there any other priorities for your finances?
- Do you need the money in less than 5 years ?
- Do you need a precise amount of money at a particular time?
- Are you comfortable with the level of risk?
- Can you afford to lose the money?
04 Oct 2019
20 Nov 2019
26 Jul 2019