How to Invest

open an account

To open an account with us, you need to obtain and complete a form which can be found by:

Downloading it from the relevant fund that you wish to invest in, or
If you want to invest in a UK-domiciled fund, contacting [email protected] or +44 (0)333 300 0373
If you want to invest in an Irish-domiciled fund, contacting [email protected] or + 35 314 345 111

Once you have completed the form, post it to the address on the form

where do I get confirmation of my investments?

Ensure you send the payment for your intended investment along with your application form, as well as the required anti-money laundering documentation (to be found on the form).

Once we have received your payment and documentation, we can process your application.

why do I have an EMAIL FROM NORTHERN TRUST?

Northern Trust is the administrator for our funds and they – rather than Sarasin & Partners – will send you correspondence on all administrative matters.

Once you have received an email from Northern Trust:

Follow the link to the Northern Trust secure website to establish a secure link, which will ensure your personal information remains protected
On the website, create a passphrase to access all emails on this secure website
Log in, using your passphrase, and select your preferred delivery method in ‘settings’

Northern Trust is available to help with any difficulties or questions on the process.

If your query is about a UK-domiciled fund:
[email protected]

If your query is about an Irish-domiciled fund:
[email protected]

Access Northern Trust online

I have forgotten my passphrase

If you have previously visited the website and created a passphrase, but cannot recall it to log in, use the ‘I forgot my passphrase’ link and follow the steps.

How do i send money to you?

You can invest your clients’ money with a lump sum, or by setting up a regular investment, or a combination of the two.

Lump sum investments
Once you have received confirmation that your subscription has been received, send your money via bank transfer to the bank details on the application form.

Regular investments
Unfortunately our Charity funds do not allow regular investments to be made.

at which unit price will i be invested?

We will invest your money using the share/unit prices calculated at the next valuation point namely at 12pm each business day.

You can deal over the phone for any subsequent investments you make after your initial one.

what is the minimum amount i should invest?

The following information on minimum investment and balance limits relates to direct investment into the retail share class of our funds.

Investment and balance limits	GBP	EUR	USD
Minimum lump sum investment	£1,000	€1,000	$1,000
Additional lump sum investment	£250	€250	$250
Regular investment (monthly)*	£100	~	~

* Please note that regular investments can only be set up for GBP currency funds and are not permitted for Irish unit trusts, except for the following funds: Sarasin IE EquiSar Global Thematic (GBP), Sarasin IE GlobalSar Dynamic (GBP) and Sarasin IE Real Estate Equity Global (GBP).