Key Customer Documents
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Autopilot Strategy
2017
Autopilot Strategy - April 2017
Autopilot Strategy - March 2017
Autopilot Strategy - February 2017
Autopilot Strategy - January 2017
2016
Autopilot Strategy - December 2016
Autopilot Strategy - November 2016
Autopilot Strategy - October 2016
Autopilot Strategy - September 2016
Autopilot Strategy - August 2016
Autopilot Strategy - July 2016
Autopilot Strategy - June 2016
Autopilot Strategy - April 2016
Autopilot Strategy - March 2016
Autopilot Strategy - February 2016
Autopilot Strategy - January 2016
2015
Autopilot Strategy - December 2015
Autopilot Strategy - November 2015
Autopilot Strategy - October 2015
Autopilot Strategy - September 2015
Autopilot Strategy - August 2015
Autopilot Strategy - July 2015
Autopilot Strategy - June 2015
Autopilot Strategy - April 2015
Autopilot Strategy - March 2015
Autopilot Strategy - February 2015
Autopilot Strategy - January 2015
2014
Autopilot Strategy - December 2014
Autopilot Strategy - November 2014
Autopilot Strategy - October 2014
Autopilot Strategy - September 2014
Autopilot Strategy - August 2014
Autopilot Strategy - July 2014
Autopilot Strategy - June 2014
Autopilot Strategy - April 2014
Autopilot Strategy - March 2014
Autopilot Strategy - February 2014
Autopilot Strategy - January 2014
2013
Autopilot Strategy - December 2013
Autopilot Strategy - October 2013
Autopilot Strategy - September 2013
Autopilot Strategy - August 2013
Autopilot Strategy - July 2013
Autopilot Strategy - June 2013
Autopilot Strategy - April 2013
Autopilot Strategy - March 2013
Autopilot Strategy - February 2013
Your Portfolio
Your Portfolio Fund II Key Investor Infomation Document
Your Portfolio Fund III Key Investor Information Document
Your Portfolio Fund IV Key Investor Information Document
Your Portfolio Fund V Key Investor Information Document
Your Portfolio Fund VI Key Investor Information Document
Report and Accounts
Investment Options Annual Report
Investment Options Interim Accounts
Prospectus
Circular, Voting Forms and Covering Letter
Result of Merger Vote
Proxy Form - Your Portfolio Fund II
Proxy Form - Your Portfolio Fund III
Proxy Form - Your Portfolio Fund IV
Proxy Form - Your Portfolio Fund V
Proxy Form - Your Portfolio Fund VI
Other Fund Merger Documents
Documents referred to in Appendix 5 of the circular are available for inspection
Citibank Consent Letter re. Circular - 9 June 2017 inc. Circular
JPME Depositary YPF merger Consents & Clearances 050617
KPMG Consent Letter re. Circular - 9 June 2017
RBS Consent Letter from EY 050617
Signed Undertaking - Omnibus (RBSCIFL) with Circular Appended
SLI(MF) - Omnibus Undertaking - 9 June 2017
SLI(MF) - Letter re. Allotment of Shares - 9 June 2017
RBS investment Options ICVC – R21 FCA Approval Letter
Standard Life Investment Company III - R21 Approval Letter CIS7478 2017
SDRT and Stamp Duty from HMRC Merger Letter
RBS investment Options YE 311016 Signed Accounts
RBS Investment Options ICVC Instrument 01 September 2015
RBS Investment Options ICVC Prospectus 31 October 2016
Standard Life Invesment Company III - Instrument - 10 January 2017
Standard Life investment Company III - Prospectus - 12 June 2017
2017-02-17_YPII Class 1_KIID_GB00B8F0XY57
2017-02-17_YPII Class 2_KIID_GB00B899PR53
2017-02-17_YPIII Class 1_KIID_GB00B8P3ZH11
2017-02-17_YPIII Class 2_KIID_GB00B8HPyF64
2017-02-17_YPIV Class 1_KIID_GB00B8P40J12
2017-02-17_YPIV Class 2_KIID_GB00B85PJK83
2017-02-17_YPV Class 1_KIID_GB00B8P41Z45
2017-02-17_YPV Class 2_KIID_GB00B8215907
2017-02-17_YPVI Class 1_KIID_GB00B8P44111
2017-02-17_YPVI Class 2_KIID_GB00B7V5G043
NURS-KII MyFolio Managed I Fund
NURS-KII MyFolio Managed II Fund
NURS-KII MyFolio Managed III Fund
NURS-KII MyFolio Managed IV Fund
Investment Funds (post merger)
Global Bond Fund Key Investor Information Document
Managed Defensive Fund Key Investor Information Document
Managed Equity Growth Fund Key Investor Information Document
Managed Growth Fund Key Investor Information Document
Managed Income Fund Key Investor Information Document
UK Equity Fund Key Investor Information Document
Non ISA Additional Payment Form
Reports and Accounts
Investment Funds ICVC Reports and Accounts
Prospectus
Expert Managed Solutions (pre merger)
The EMS Information Document including :
- Supplementary Information Document
- Investment Options Terms and Conditions
Cautious Growth Fund Key Investor Information Document
Income Fund Key Investor Information Document
Balanced Growth Fund Key Investor Information Document
Adventurous Growth Fund Key Investor Information Document
Report and Accounts
Investment Options Annual Report
Prospectus
Junior ISA
The Junior ISA information document
- 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
Child Trust Fund to Junior ISA Transfer Form
Please send your completed Junior ISA Transfer form to: Royal Bank of Scotland JISA, PO Box 1188, Cheltenham GL50 9UE
Prospectus
Stakeholder Investment Fund Prospectus
Report and Accounts
Child Trust Fund
Supplementary Information Document
Child Trust Fund Key Investor Information Document
Child Trust Fund to Child Trust Fund Transfer Form
Child Trust Fund to Junior ISA Transfer Form
Please send your completed Child Trust Fund to Junior ISA Transfer form to: Royal Bank of Scotland JISA, PO Box 1188, Cheltenham, GL50 9UE
Prospectus
Stakeholder Investment Fund Prospectus
Report and Accounts
Investment Funds (pre merger)
Supplementary Information Document
Balanced Fund Key Investor Information Document
Equity Income Key Investor Information Document
High Yield Key Investor Information Document
Extra Income Key Investor Information Document
Growth Fund Key Investor Information Document
International Growth Key Investor Information Document
Report and Accounts
Investment Funds ICVC Report & Accounts
Prospectus
Structured Deposits
For Information Only - Structured Products are no longer on sale.
Special Edition Autopilot Bond - Autopilot 1
Special Edition Autopilot Bond - Autopilot 2
Special Edition Autopilot Bond - Autopilot 11
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
RBSCIFL Risk Policy – Aviva Investors Global Solutions Limited
Order Execution Policy
The Order Execution Policy applies to the 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 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.