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Need some help? Call: 9am-5pm Mon to Fri0800 980 8229

Make a single payment into your My Investments Select Investment Plan

Making a single payment in to, or 'topping up', your My Investments Select Investment Plan is easy, with just three simple steps: you complete this single payment request form and transfer your payment to us - then we invest your money.

  • 1About making a single payment
  • 2Your details
  • 3Your transaction
  • 4Summary
1step 1 of 4
step 1 of 4

About making a single payment

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

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

When you make a single payment into your existing My Investments 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 My Investments 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:

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 980 8229.

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 980 8229.

Please note: Payments into a My Investments Select Investment Plan will be applied proportionally across your current fund holding, which may be different to your original investment. 

If you would like your payment to be applied in a way that is not proportional to your current fund holdings; would like to make changes to your existing fund choices; or change the bank account details that we hold for you, please contact us through the following web form or by calling 0800 980 8229.

Your account

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

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

Your payment

About you

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. 

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

Your payment will be made into your My Investments Select Investment Plan.

Before proceeding we ask that you familiarise yourself with the key features of the My Investments Select Investment Plan:

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

Payments into your My Investments Select Investment Plan will be applied proportionally across your current fund holdings, which may be different to your original investment. 

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 980 8229.

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 into:

My Investments guide to charges [PDF: 171KB]

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

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

NFU Mutual Gilt and Corporate Bond Fund Key Investor Information Document

NFU Mutual Global Growth 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 100% Fund Key Investor Information Document

NFU Mutual UK Equity Income Fund Key Investor Information Document

NFU Mutual UK Growth Fund Key Investor Information Document

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

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

You will be making a single payment of into your My Investments Select Investment Plan, plan number: .

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

Please note: Based on an example of a single investment of £10,000, a charge for remuneration and services of £350 is included. This is funded from the service charge and it is not an additional charge. If you complete your investment, you will be provided with a personalised illustration which will detail the full costs and charges related to your plan.

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.

Where to transfer your payment

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

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

Please send the payment from your personal bank account to us within 5 days. 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.

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.