How to Invest

Investing with Slater Investments

 

Please read the relevant Key Investor Information Document and Supplementary Information Document before placing a deal. Additionally, please read the Terms & Conditions prior to placing a deal in any of our Funds, all can be found on the Key Documents page.

Minimum Investment Amounts

Investing through a Platform

What is a Platform?

What is a Platform?

Platforms, historically referred to as ‘fund supermarkets’, are online accounts that allow investors to hold, buy and sell a range of different investments from a host of fund management companies together in one portfolio, including within various tax efficient wrappers. The obvious advantage is that instead of dealing directly with multiple fund houses, all your investments are centralised in one place.

However, please do note that Platforms will themselves potentially charge you a fee for use of their services in addition to the Annual Management Charge (AMC) charged by Slater Investments on our Funds. For more information regarding Slater Investments’ charges, please visit Our Charges page.

Slater Investments has Service Level Agreements (SLAs) with the following platform providers:

  • Aegon
  • Alliance Trust
  • Aviva
  • Cofunds
  • Elevate
  • Fidelity
  • FNZ
  • Hargreaves Lansdown
  • Hubwise
  • Interactive Investor
  • Investment Funds Direct
  • James Hay
  • Novia Financial/Novia Global
  • Nucleus Financial
  • Old Mutual Wealth
  • Pershing/Nexus
  • Phoenix Wealth
  • Raymond James
  • Standard Life
  • Transact/Integrafin