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Fidelity FundsNetwork ISAs & Funds

We've agreed a great deal for all our Fidelity FundsNetwork investors. There are no initial charges or switch fees on ISAs and funds. A Fidelity FundsNetwork Account Fee of £45 p.a. is waived for CommShare clients.

About FundsNetwork

FundsNetwork is Fidelity’s platform. It was set up in 2000 and is now one of the UK's largest platforms, offering more than 1,200 funds from 70 of the UK's leading fund companies.

Fidelity has portfolio management and research staff in 12 financial centres around the world and offices in 23 countries. Fidelity Worldwide Investment and its subsidiaries manage assets worth US$232.8 billion (as at 30/09/2012) for major institutions and millions of private investors around the world.


Why you should use the FundsNetwork platform through CommShare

  • No initial charges - you save up to 5.5% instantly
  • Invest in commission free funds
  • Valuation and fund monitoring included
  • Transfer in most funds you already have by re-registration - free of charge
  • Invest online or by paper application
  • A low 0.24% p.a. fee, plus 0.25% p.a. FundsNetwork fee

Most Popular FundsNetwork funds

Fund Initial Charge Fidelity
(Total Charge)
Direct (Total Charge) Valuation &
Monitoring
Fee Based Commission Based
Fidlity Special Situations 3.5% 0% 1.24% p.a. N/A 1.5% p.a.
Fidelity European 3.5% 0% 1.24% p.a. N/A 1.5% p.a.
Fidelity Money Builder Income 0% 0.89% p.a. N/A 0.8% p.a.
Fidelity Global Special Situations 3.5% 0% 1.24% p.a. N/A 1.50% p.a.
Fidelity South East Asia 3.5% 0% 1.24% p.a. N/A 1.50% p.a.

Invest a lump sum online now

You automatically receive our initial discounts when you use FundsNetwork from here. When you're ready to invest, you'll need your National Insurance number and Debit Card handy (please note you can't use your Credit Card).

First, please make sure you read CommShare's Terms and Conditions of Business.


Register

If you’ve previously arranged your FundsNetwork investments elsewhere, you can easily include them in our service. All you have to do is complete a Registration Form.

Why not do it now? It only takes a couple of minutes and doesn’t affect your investments in any way.

All of your FundsNetwork funds will automatically be included in your FUNDSFOLIO account where you can see an up-to-date valuation of your funds and comprehensive, impartial fund information.


Download FundsNetwork Application Forms and Key Features

You can invest by paper application - lump sums and monthly savings - in ISAs and in funds outside ISAs.

First, please make sure you read:

Alternatively, request a FundsNetwork pack by post - click here

Please send your completed application forms to CommShare, using our FREEPOST address. If you send them directly to FundsNetwork you won't receive your discounted initial charges.


Re-register your funds with FundsNetwork

You can transfer your existing funds to FundsNetwork completely free of charge using a process called re-registration. Free of charge means that you have exactly the same number of units/shares in each fund after they have been re-registered.

You can download the FundsNetwork re-registration forms, or request a FundsNetwork re-registration pack by post. First, please make sure you read CommShare's Terms and Conditions of Business.

Alternatively, request a FundsNetwork re-registration pack by post - click here

A word of warning: Please note re-registration is a one-way process. Funds cannot be re-registered back to the original fund company.

Transferring a Cash ISA into FundsNetwork

If your existing funds are not available in FundsNetwork, or you want to transfer a Cash ISA into FundsNetwork, you'll need to complete an ISA Transfer form and ISA Transfer authority form.

To request these forms by post click here, or download them from the links above.

Please send your completed application forms to CommShare, using our FREEPOST address. If you send them directly to FundsNetwork you won't receive your discounted initial charges.


How to switch between your FundsNetwork funds

If you want to switch between your FundsNetwork funds online login or register.

Alternatively, download a switch form.


How to sell your FundsNetwork funds

If you want to sell some, or all of your FundsNetwork funds, please download a sell form or send a written instruction to FundsNetwork at the following address quoting your FundsNetwork customer number:

FundsNetwork International
PO Box 80
Tonbridge
TN11 9YA

CommShare doesn't give investment advice. If you're unsure about suitability, you should seek professional advice. Past performance of an investment is not a guide to future performance. The value of investments or income from them can go down as well as up. You might not get back the amount you invest. Current tax levels and reliefs will depend on your individual circumstances.

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  • Tel: 020 8308 1308 | Fax: 020 8308 1304
  • email: info@commshare.com

CommShare Ltd is Authorised and Regulated by the Financial Conduct Authority.