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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Your Porfolio Fund II Key Investor Information 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

Investment Options Prospectus

 

Circular, Voting Forms and Covering Letter

 

Result of Merger Vote

 

Merger Circular

Covering Letter to Circular

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

HMRC Tax Clearance Letter

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

NURS-KII MyFolio Managed V Fund

COLL Sourcebook

OEIC Regulations 2001_uksi_20011228

Accordion

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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

Child Trust fund to Junior ISA Transfer Form

Please send your completed Child Trust to Junior ISA Transfer Form to: Natwest JISA, PO Box 1188, Cheltenham, GL50 9UE

Prospectus

Stakeholder Investment Fund Prospectus

 

Report and Accounts

RBS Stakeholder Report and Accounts 



Accordion

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Accordion

Icon expand RBS Collective Investment Funds Ltd Policies

RBS 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 Risk Policy – Aviva Investors Global Solutions Limited

RBSCIFL Risky Policy - Standard Life Investments

RRBSCIFL Remuneration Policy

 

 

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