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Documentation

Please help yourself to any of these useful documents, which are free to download.

Terms

Platform Terms of Business
Discretionary Investment Management Terms of Business
Pension Terms of Business
Junior Pension Terms of Business
Stocks & Shares ISA Terms of Business and Declaration
Cash ISA Terms of Business and Declaration
Stocks & Shares Junior ISA (JISA) Terms of Business and Declaration
Stocks & Shares Lifetime ISA (LISA) Terms of Business and Declaration
Cash Lifetime ISA (LISA) Terms of Business and Declaration
General Investment Account Terms of Business

Policies

Privacy Policy
Cash Interest Rates
Term Deposits
Governance Advisory Arrangement
Summary of our Execution Policy
Complaints Policy
Risk Warnings
MIFIDPRU Annual Disclosure

Key Features

Key Features of the Fundment Personal Pension
Key Features of the Fundment Junior Personal Pension
Key Features of the Fundment Stocks & Shares Individual Savings Account (ISA)
Key Features of the Fundment Cash Individual Savings Account (Cash ISA)
Key Features of the Fundment Stocks & Shares Junior Individual Savings Account (JISA)
Key Features of the Fundment Stocks & Shares Lifetime Individual Savings Account (LISA)
Key Features of the Fundment Cash Lifetime Individual Savings Account (Cash LISA)
Key Features of the Fundment General Investment Account (GIA)

Statements of Target Market and Fair Value

Fundment’s Personal Pension target market and fair value statement
Fundment's Junior Personal Pension (JPP) target market and fair value statement
Fundment’s Junior Individual Savings Account (JISA) target market and fair value statement
Fundment’s Individual Savings Account (ISA) target market and fair value statement
Fundment’s Lifetime Individual Savings Account (LISA) target market and fair value statement
Fundment’s General Investment Account (GIA) target market and fair value statement
Fundment’s Platform target market and fair value statement
Fundment’s MPS target market and fair value statement

About Fundment
Customer Stories
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Cookie Policy
Privacy Policy

Fundment® is the registered trademark of Fundment Limited, which is authorised and regulated by the Financial Conduct Authority (with firm registration number: 732727) and is an HM Revenue & Customs approved ISA plan manager | Registered in England and Wales Company No. 08884918 with registered office at 58-60 Berners Street, London, W1T 3NQ. | VAT Registration Number: 212 3804 49.

We may record and/or monitor telephone calls or intercept other telecommunications between us. This is to protect both of us and for training purposes.

Our Information Commissioner’s office registration number is: ZA139821

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