"Using the Margetts funds is a great way of consolidating investments within a tax efficient product"
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Download Applcation Form

To download our application form please click on the link above.

The Supplementary Information Document and Application Form for the Risk Rated funds has been designed to reduce paperwork.  The document provides detailed information about the funds, and investors can use this single document to apply for an investment in all four of our funds as a lump sum investment, regular saver, ISA, ISA regular saver and ISA transfers, providing a straightforward way of making new investments or consolidating old investments.  The form can also be used by corporations, SIPPs and SSASs.

The Supplementary Information Document should be read in conjunction with the Non-UCITS Retail Scheme Key Investor Information ("NURS-KII") Document, which is available in the Literature section of the website.

The following links provide a guide to completing the application:-