You can invest in our range of unit trust and ICVC (Investment Company with Variable Capital) funds on behalf of your clients in a number of ways.
Fund platforms and life companies
Through one of the many fund platforms and life companies, which include:
- Standard Life
- Legal and General
- Old Mutual
- Axa Elevate
- AJ Bell
- James Hay
- STP dealing via EMX and settlement via CREST
- STP dealing via Calastone and settlement via Calastone Net Settlement
- STP dealing via SWIFT and settlement via Clearstream.
Direct with Liontrust
You can also invest in our funds on behalf of your clients by completing the relevant application form or by contacting the Liontrust Customer Services team.
UK-domiciled unit trust funds:
Liontrust Customer Services Team
PO Box 11061
Telephone: 0330 123 3822 (if outside the UK: 01268 448660)
Fax: 0330 123 3720 (if outside the UK: 01268 448444)
For any enquiries about your investments or existing holdings, please email firstname.lastname@example.org.
UK-domiciled ICVC funds:
Liontrust Client Services Team
PO Box 373
Telephone: 0344 892 0349
For any enquiries about your investments or existing holdings, please email email@example.com.
Please be aware that UK calls to our 0330 numbers are capped at the cost of a basic rate call. This applies to calls from any type of line including mobile, fixed line or payphone.
Overseas calls will be charged by your local operator at their local call rate. Calls from a mobile may incur additional charges, please check with your provider.