New Star funds are available through a number of fund supermarkets, life insurance and pensions companies, including through Self Invested Personal Pensions (SIPPs).
Investors are advised to read the risk warnings contained within the Simplified Prospectus document before investing. If there is any doubt about the suitability of an investment, investors should contact a financial adviser. New Star is unable to give financial advice.
| By post |
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Download our application form(s) and the Simplified Prospectus or order a copy by post.
Send your completed application form(s) to:
New Star Investment Funds
PO Box 9023
Chelmsford
CM99 2WB
If you have any queries please call our customer services team on 0845 608 8704.
| By phone - ISA lump sum investments only |
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It is possible to invest over the phone by calling New Star on 0845 608 8703. To do so a valid Switch or Delta card is required. In addition, we require the following information:
For your protection, please be aware that telephone calls are recorded. As part of the commitment to deliver high quality customer service, calls may be randomly monitored.
| On receipt of an application |
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Once we have accepted your application we will invest the gross subscription in the fund(s) selected at the next valuation point following receipt of the application.
For an OEIC we will deduct any initial charge from the gross subscription before it is invested. For a unit trust the initial charge is included in the buying price. We will calculate the value and price of shares (OEICs) or units (unit trusts) every business day (a business day is any day on which the ACD/Unit Trust Manager is open for business for the buying or selling of shares or units) in accordance with the Financial Services Authority (FSA) regulations and the prospectus scheme particulars of the fund(s).
| Verification documents |
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On application, we must verify both the name and permanent address of clients and any individuals linked to their accounts as we are regulated by the Financial Services Authority (FSA), which requires financial institutions to obtain evidence of a client's identity.
In today's environment, financial crime and identity theft are increasing problems. As we hold personal and confidential information about our clients' investments, it is paramount we do not divulge any of this information to an unauthorised third party. Therefore, to meet our regulatory requirements and to protect our clients, we must verify both your name and permanent address (and any individuals linked to your accounts).
Documents accepted
One name confirmation from the following list:
And one address confirmation from the following list:
If you require further information on anti-money laundering and the checking of your identity, please visit the Financial Services Authority website.
| For PDF versions of fund factsheets, brochures, guides and more, please visit our literature library |
| Email: webdirectcontact@newstaram.com |
| Dealing Phone: 0845 608 8703 |
| Administration Phone: 0845 608 8704 |