Make a single payment in to your My Investments Select Investment Plan

This web form enables you to make a single payment into an existing Select Investment Plan.

If you would like to make a payment into another one of the investment products we offer, please visit ‘how to top-up your plan’.

About this service

When you make a single payment in to your existing Select Investment Plan via this form you should be aware that you will be transacting with us through our direct service.

Our direct service is brought to you by NFU Mutual and NFU Mutual Select Investments Limited.

When you transact through our direct service we are not in a position to assess what is right for you when it comes to topping up your Select Investment Plan. You therefore are responsible for ensuring that any investment you make directly with us is suitable for you.

Further information about our direct service and how we operate can be found in Our Terms of Business [PDF: 2.7MB], please familarise yourself with this document.

Before proceeding we ask that you read and confirm the following:

When making a payment into your existing Select Investment Plan you are aware that you will be transacting through NFU Mutual's direct service, have read and understood our terms of business and are happy to proceed on this basis:

Yes
No

Before proceeding we require that you confirm that you are happy to transact through our direct service.

If you would like more information about our direct service or would like to speak to someone about your investment options please call us on 0800 622 323.

Your account

Need help with your plan number?

You will find the plan number on documentation related to the plan, such as a plan summary.

Your Select Investment Plan number will be in the following format: G + eight numbers, e.g. G12345678.

Your payment

About you

Title:

Date of birth:

Are you a resident in the UK for tax purposes?

Yes
No

In order to make a payment into your My Investment Select Investment Plan you must be a resident in the United Kingdom for tax purposes.

Contact details

Telephone number:

Where your top up will be invested

You are making a single payment of £ into your Select Investment Plan, plan number .

Your payment will be applied proportionally across your current fund holdings, which may be different to your original investment.

Important documents

So that you are aware of the product you are topping up we ask that you familiarise yourself with the key features of the Select Investment Plan:

Key Features of the My Investments Select Investment Plan [PDF: 179KB]

If you have a My Investments account you can log in and view your current fund allocation. If you would like to speak to someone about your My Investments Select Investment Plan you can call us, 9am-5pm Monday to Friday, on 0800 622 323.

More information on how funds are cleared, the pricing of units and other important information can be found in NFU Mutual My Investments Terms and Conditions:

NFU Mutual My Investments Terms and Conditions [PDF: 506KB]

Fund charges are associated with each of the funds we offer, these charges are deducted by the fund manager to cover the costs of setting up/managing their funds.

Please review the charges for the funds that your My Investments Select Investment Plan payment will be invested in to:

My Investments Guide to Charges [PDF: 164KB]

Please also familiarise yourself with the funds that your payment will be invested in by reading the appropriate Key Investor Information Document(s):

NFU Mutual Fixed Interest Fund Key Investor Information Document

NFU Mutual International Equity Fund Key Investor Information Document

NFU Mutual Mixed Portfolio 20 – 60% Fund Key Investor Information Document

NFU Mutual Mixed Portfolio 40 – 85% Fund Key Investor Information Document

NFU Mutual Mixed Portfolio Max 100% Fund Key Investor Information Document

NFU Mutual UK Equity Fund Key Investor Information Document

NFU Mutual UK Equity Income Fund Key Investor Information Document

abrdn Global Sustainable and Responsible Investment Equity Fund Key Investor Information Document

abrdn UK Real Estate Feeder Fund Key Investor Information Document

Columbia Threadneedle High Yield Bond Fund Key Investor Information Document

Jupiter UK Smaller Companies Fund Key Investor Information Document

We have provided an example illustration to show the effects of charges on potential returns from a specific fund, you will receive a personalised illustration based on the amount you invest and your current fund holding. Before proceeding please review this example illustration:

My Investments Select Investment Plan Example illustration for a single payment [PDF: 213KB]

Please confirm that you have read and familiarised yourself with Key Features of the My Investments Select Investment Plan, My Investments Guide To Charges, the Key Investor Information Documents for the fund(s) your payment will be invested in to and example illustration:

Yes, I have
No, I haven't

In order to proceed we need you to confirm you have read and familiarised yourself with Key Features of the My Investments Select Investment Plan, My Investments Guide To Charges, the Key Investor Information Documents for the fund(s) your payment will be invested in to and example illustration.

You're almost done!

There are two more steps to complete your top up, please:

1. Agree to the declaration below and submit this form
2. Transfer your payment to the following account:

Account name: NFU Mutual Select Investments Limited
Sort code: 20-83-08
Account number: 40132209
Payment reference:
Payment amount: £

Payments must be made from the bank account registered to your My Investments account within 5 working days. If you would like to pay from another bank account, please call us before you make your payment.

If we do not receive your payment by this time we will assume you no longer wish to proceed - you won't need to take any further action.

Once received your payment will be processed within five working days.

Declaration

We ask all plan holders to make the following declarations when making a single payment into a plan.

I declare that:

I have read the latest key investor information document for the fund(s) I am investing in.
I agree to NFU Mutual Select Investments Limited (MSIL)'s terms and conditions and to pay its fees and charges, as set out in ‘My Investments Guide to Charges’.
I declare that I have taken reasonable care that all statements made by me are true and complete.
I accept that MSIL reserves the right to make electronic or other checks about the source of the money being paid into this plan and may refuse to accept the payments being proposed, or request documentation to confirm the identity of any individuals, beneficial owners, businesses or entities associated with the transaction.
I authorise NFU Mutual to make an electronic record of my application.

Please confirm that you have read and agree to the above declaration:

I confirm

By submitting this form you are happy for us to contact you regarding your enquiry.

To find out more about how we use your personal information, please read our Privacy Policy Information.

Make a single payment in to your Select Investment Plan

About making a single payment