lomerica.com Open in urlscan Pro
104.37.190.58  Public Scan

Form analysis
0 forms found in the DOM

Text Content

Need help? Contact Us

support@lomerica.com
 * Banking Services Accounts & services
   Current Accounts Premier Account Advance Account Student Account Bank Account
   Savings ISAs Online Bonus Saver Flexible Saver
   Credit cards 32 Month Transfer Credit Card Advance Credit Card Dual Credit
   Card Classic Credit Card Premier Credit Card Premier World Elite Mastercard
   Student Credit Card
   Services Ways to bank Voice ID Contact & Support Find a Branch International
   services Currency Account International Payments Travel money
 * Borrowing Loans & mortgages
   Loans Personal Loan Car Loan Flexiloan Premier Personal Loan Graduate Loan
   Overdrafts
   Mortgages First time buyer 95% Mortgages Remortgage Buy to let Existing
   homeowner Mortgage rates Armed Forces Personnel
   Credit cards 32 Month Transfer Credit Card Advance Credit Card Dual Credit
   Card Classic Credit Card Premier Credit Card Premier World Elite Mastercard
   Student Credit Card
   Services Help & Support Money Worries Find a Branch Tools & Guides
   Overpayment calculator Repayment calculator Base rate information
 * Investing Products & analysis
   Investments Investment funds World Selection ISA Sharedealing Premier
   Financial Advice Stand-alone Investment Advice Onshore Investment Bond Child
   Trust fund View all
   Financial news & analysis
   Why invest with us? Find out more
   Wealth Insights
   Global Investment Centre Find out more
   Customer support Log on to Global Investment
   Centre Log on to Sharedealing Investments contacts Existing Selected
   Investments
   Customers Getting started with investing View all
 * Insurance Property & family
   Insurance Home Insurance Travel Insurance Student Insurance View all
   Life Insurance Life Cover Critical Illness Cover Income Cover Telephone
   Protection Advice View all
   Insurance Claims Home Insurance Claims Travel Insurance Claims Car Insurance
   Claims
   Premier Customers Travel Insurance Claims Car Insurance Claims
 * Life events Help & support
   Life events Bereavement support Separation support Settling in the US Getting
   married Planning your retirement Growing your wealth Moving abroad View all
   Planning tools Financial health check View All
   Protecting what matters Learn more
   Customer support Ways we can help Money Worries Frequently asked questions
   Individual Review Book your review today for a
   quick financial checkup


SELECTED INVESTMENT FUNDS


SELECTED INVESTMENT FUNDS


SELECTED INVESTMENT FUNDS


SELECTED INVESTMENT FUNDS


SELECTED INVESTMENT FUNDS

prev
next

Overview How to apply

If you currently hold existing investments in a Selected Investment Funds
account, there are a number of options available to you:

 * Make additional investments to your funds
 * Switch between funds within each account or between accounts at any time
 * Transfer external funds to your Selected Investment Funds account**

*All additional investments will only be made into clean share classes where
available.

**The external funds must be available within the Selected Investment Funds
platform.


FAQS

Can I make additional investments?

If you would like to make additional investments into fund(s) within your
Selected Investment Funds account, these will be invested in to clean share
classes and the account fee will apply.

Can I switch funds?

You can switch between funds either within each account or between accounts at
any time. Your investment will be switched by selling shares in your chosen
fund(s) and using the cash proceeds to buy shares in the new fund(s). Switching
between funds means that your investment can be out of the market for up to four
business days. While your investment is out of the market you should be aware
that the market may move up or down, resulting in potential loss of growth
and/or income.

Switching between funds in the Selected Investment Funds Plan will mean that any
gains made on the sale of shares will need to be considered when calculating any
liability to UK Capital Gains Tax.

Can I transfer external funds (funds I hold with other companies) into a
Selected Investment Funds Plan and/or ISA?

You can transfer your existing funds that you hold with other companies to us
provided these funds are available within the Selected Investment Funds
platform.

Using a process known as re-registration, your funds can be transferred into a
Selected Investment Funds Plan, or into a Selected Investment Funds ISA if you
hold funds within an ISA, without first selling your holdings. Your existing
share class holdings will be retained where you transfer in this way. As your
shares are not sold, they are not subject to any potential loss of growth and/or
income resulting from being out of the market or any potential liability to UK
Capital Gains Tax.

We cannot accept re-registration of funds held in legacy share classes.

Can I transfer my existing funds to another plan and/or ISA Manager?

Your existing funds can be transferred to another plan and/or ISA Manager (as
applicable) without selling your holdings provided that your new manager agrees
to the transfer. To transfer your funds you should contact your new manager and
they will initiate the transfer with us.

Where can I go if I want financial advice?

If you would like advice on your investments you may be able speak to one of
bank's Financial Advisers. To find out if you are eligible to receive advice
from Lomerica Online Credit Union please call us on +15120293930.

The cost of any advice you may receive must be paid for separately by you. If
you don't qualify for our advice service, or if you'd prefer not to pay for
advice, you can get free, unbiased money advice from:
www.moneyadviceservice.org.uk.

Where can I find out more information about my investments?

Your Key Features Document and Terms and Conditions describe your Selected
Investment Funds Plan and/or ISA in more detail. You can download these
documents below.

You should read these documents carefully and retain them for future reference.


BEFORE YOU APPLY

Selected Investment Funds - Important literature

Before you complete any of the application forms below please read and save the
following documents:

 * Key Features Document
 * Selected Investment Funds Terms and Conditions (PDF)
 * Fund Information Document (PDF)
 * Privacy Notice (PDF)

We recommend you print and save these documents.


COSTS AND CHARGES DISCLOSURE DOCUMENTS / KEY INVESTOR INFORMATION DOCUMENTS
(KIIDS)

If you telephone or write to us to complete a transaction such as making an
additional investment, switching between funds or changing your direct debit
instruction, you'll need to ensure that you have read a new 'Costs and Charges
Disclosure Document' and KIID relating to the specific fund you are investing
in, before we can complete your instructions. Where you telephone us, our team
will ask you to confirm you have read these documents before they can proceed
with your investment. Where you write to us, you'll need to confirm as part of
your instruction that you have read these documents before we can proceed with
your investment.

You can find a list of the Costs and Charges Disclosure Documents and KIIDs by
clicking www.bank.co.uk/costs-and-charges. On the page you'll find a complete
list of funds arranged alphabetically. Please click on the relevant links for
your chosen fund and read the pdfs which open. You can download or save these
pdfs.

You'll need to do this for all future transactions you wish to make over the
telephone or in writing unless you're investing into the same fund and the Costs
and Charges Disclosure Document and KIID hasn't changed since you last viewed
them.

How to apply


BEFORE YOU APPLY

Selected Investment Funds - Important literature

Before you complete any of the application forms below please read and save the
following documents:

 * Key Features Document
 * Selected Investment Funds Terms and Conditions (PDF)
 * Fund Information Document (PDF)
 * Privacy Notice (PDF)

We recommend you print and save these documents.


COSTS AND CHARGES DISCLOSURE DOCUMENTS / KEY INVESTOR INFORMATION DOCUMENTS
(KIIDS)

If you telephone or write to us to complete a transaction such as making an
additional investment, switching between funds or changing your direct debit
instruction, you'll need to ensure that you have read a new 'Costs and Charges
Disclosure Document' and KIID relating to the specific fund you are investing
in, before we can complete your instructions. Where you telephone us, our team
will ask you to confirm you have read these documents before they can proceed
with your investment. Where you write to us, you'll need to confirm as part of
your instruction that you have read these documents before we can proceed with
your investment.

You can find a list of the Costs and Charges Disclosure Documents and KIIDs by
clicking www.bank.co.uk/costs-and-charges. On the page you'll find a complete
list of funds arranged alphabetically. Please click on the relevant links for
your chosen fund and read the pdfs which open. You can download or save these
pdfs.

You'll need to do this for all future transactions you wish to make over the
telephone or in writing unless you're investing into the same fund and the Costs
and Charges Disclosure Document and KIID hasn't changed since you last viewed
them.

How to apply


ADDITIONAL INVESTMENTS, SWITCHES AND CONVERSIONS

To make an additional investment into your Selected Investment Funds Plan, make
an additional investment into your Selected Investment Funds ISA (where you have
already subscribed in the current or previous tax year), switch between funds
and switch/convert between share classes please download and complete the
Selected Investment Funds Plan and ISA Additional Investment, Switch and
Conversion application.

Download this application form

Alternatively you can call us on Email: Support@lomerica.com (textphone Email:
Support@lomerica.com).*


NEW INVESTMENTS

If you have not subscribed to your Selected Investment Funds ISA in the current
or previous tax year, or you hold an existing SIF account and wish to open a new
Selected Investment Funds ISA, then we will require you to complete a Selected
Investment Funds ISA New Investment Application Form. If you have invested into
your Selected Investment Funds ISA in the current or previous tax year then you
do not need to complete this form. You must be an existing Selected Investment
Funds customer to use this form otherwise your application form will be
rejected.

Download this application form


ISA TRANSFER

To transfer an existing ISA you hold with another ISA Manager into the Selected
Investment Funds ISA either as cash or by re-registering existing holdings
without selling them first (subject to certain restrictions), please download
and complete a Selected Investment Funds Stocks and Shares ISA Transfer Form.

Download this application form


PLAN TRANSFER

To transfer existing investments you hold (outside of an ISA) with another plan
manager or platform provider into the Selected Investment Funds Plan without
selling them first (subject to certain restrictions), please download a Selected
Investment Funds Plan Transfer Form.

Download this application form

We will then contact your existing provider on your behalf to initiate the
re-registration process which will transfer your investments to us.

Alternatively, to obtain any of above application forms you can call us on
Email: Support@lomerica.com (textphone Email: Support@lomerica.com).*


TO READ OUR PDF FILES

To read our PDF files you'll need to have Acrobat Reader 8.0™ or above installed
on your computer. If you don't, it's free and can be downloaded from Adobe UK.
If you are accessing this website using reading technology that cannot read
PDFs, a converter is available at Access Adobe.

More information on the application process is available on the ‘How to apply’
page.

All investments carry some risk. The value of investments (and any income
received from them) can fall as well as rise and you may not get back what you
invested. For some investments this can also happen as a result of exchange rate
fluctuations as shares and funds may have an exposure to overseas markets.

Most investments should be considered as a medium to long-term commitment,
meaning you should be prepared to hold them for at least five years.

The value of any tax benefits described depends on your individual
circumstances. Tax rules may change in the future.

*Lines are open from 8am - 6pm Monday to Friday (excluding public holidays).

CONNECT WITH US

Listening to what you have to say about our services matters to us.

HELP & SUPPORT

Got a question? We are here to help you

FIND A BRANCH

Find your nearest Lomerica Banking location

OUR PERFORMANCE

View our service dashboard to see how we're doing

ABOUT LOMERICA

Careers, media, investor and corporate information
 * 
 * 
 * 
 *