Key Customer Documents

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Key Customer Documents

Expand the product you are looking for to reveal our key customer documents. 

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Icon expand 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

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Icon expand 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.

 

Voting Rights Policy

Market Timing Policy

Best Execution Policy

Conflicts of Interest Policy

RBSCIFL General Risk Management Policy

RBSCIFL ACD Risk Policy

RBSCIFL Remuneration 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.

 

 

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Icon expand Order Execution Policy

Order Execution Policy

As set out in our Order Execution Policy, we use our affiliate company Coutts & Co to execute orders. 
Please read the 2018 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.

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