Key Customer Documents
Expand the product you are looking for to reveal our key customer documents.
Investment Funds (post merger)
Investment Funds Supplementary Information Document
Share class 1
Global Bond Fund 1 Key Investor Information Document
Managed Defensive Fund 1 Key Investor Information Document
Managed Equity Growth Fund 1 Key Investor Information Document
Managed Growth Fund 1 Key Investor Information Document
Managed Income Fund 1 Key Investor Information Document
UK Equity Fund 1 Key Investor Information Document
Share class 2
Global Bond Fund 2 Key Investor Information Document
Managed Defensive Fund 2 Key Investor Information Document
Managed Equity Growth Fund 2 Key Investor Information Document
Managed Growth Fund 2 Key Investor Information Document
UK Equity Fund 2 Key Investor Information Document
Non ISA Additional Payment Form
Prospectus
Reports and Accounts
Investment Funds ICVC Reports and Accounts
Fund Value Assessment
Junior ISA
The Junior ISA information document
Including:
- Key Facts about our services and costs
- Supplementary Information Document
- Junior ISA Terms and Conditions
Junior ISA Key Investor Information Document
Junior ISA Additional Payment Form
Prospectus
Stakeholder Investment Fund Prospectus
Report and Accounts
Royal Bank of Scotland Stakeholder Report and Accounts
Fund Value Assessment
Child Trust Fund
Supplementary Information Document
Child Trust Fund Key Investor Information Document
Child Trust Fund to Child Trust Fund Transfer Form
Prospectus
Stakeholder Investment Fund Prospectus
Report and Accounts
Royal Bank of Scotland Stakeholder Report and Accounts
Fund Value Assessment
RBS Collective Investment Funds Ltd Policies
Royal Bank of Scotland Collective Investment Funds Limited is required to make available to customers policies that are contained within the fund prospectuses, which cover specific aspects of how we manage the funds.
RBSCIFL General Risk Management Policy
Order Execution Policy
The Order Execution Policy applies to the Investment Funds, Stakeholder Fund, Personal Portfolio Funds, Coutts Multi-Asset Funds and Discretionary Portfolio Investment Service.
Order Execution Policy
As set out in our Order Execution Policy, we use our affiliate company Coutts & Co to execute orders.
Please read the 2020 Coutts’ Order Execution Report, it sets out the brokers that they have used and the results achieved.
Our objective in using our affiliate in this way is to benefit from a Centre of Expertise within the group and an established external broker framework. We have an established ongoing process to oversee and monitor Coutts’ implementation of the Order Execution Policy. Our conclusion for the year is that Coutts has met its Best Execution obligations for all customers.