Please note that these details must match your existing account.
Postcode is mandatory for UK investors only.
If you are not yet a Fundsmith investor then follow this link to invest.
I have read the Key Investor Information Documents for each investment.
I have read and accept the terms and conditions
I have read the Key Investor Information Documents for each investment.
I have read and accept the terms and conditions
I have read and accept the terms and conditions
I declare that:
- The information given in this application form is correct to the best of my knowledge and belief.
- I accept that, in accordance with the money laundering regulations, Fundsmith LLP may require additional information from me and I acknowledge that electronic data sources may be used to check my identity.
- I understand that I will be subject to the data protection and money laundering verification provisions as outlined in the Terms and Conditions and/or Prospectus.
- I apply to invest in units of the Fund(s) according to the Terms and Conditions and/or Prospectus.
- I confirm agreement to all obligations and requirements as detailed in the Prospectus.
Data Protection
- I acknowledge that Fundsmith will process any personal data that is provided or is otherwise obtained in connection with this Application Form in accordance with Fundsmith's data protection policy, a copy of which is set out in the Supplementary Information Document.
- To the extent that Fundsmith receives any special category data in connection with the processing of this Application Form (including, for example, identification documentation from which my racial or ethnic origin, or the racial or ethnic origin of the child (as applicable) may be identified) I acknowledge that the lawful basis upon which this processing shall be carried out shall be as set out in the Supplementary Information Document (as updated and amended from time to time).
I declare that:
- The information given in this application form is correct to the best of my knowledge and belief.
- I am the beneficial owner of this investment.
- I accept that, in accordance with its regulatory obligations, Fundsmith LLP may require additional information from me and I acknowledge that electronic data sources may be used to check my identity.
- I am NOT a U.S. Person, i.e. resident of the U.S. and I will notify Fundsmith LLP immediately in the event that I become a U.S Person.
- I understand that the Fundsmith Equity Fund and Fundsmith Stewardship Fund are not available to U.S. Persons.
- I have a copy of the relevant Prospectuses, Key Investor Information Document, Sustainability Disclosure Documents, and the Supplementary Information Document and have kept them for my records.
- I consent to Fundsmith LLP providing the Prospectus, Key Investor Information Document, Sustainability Disclosure Documents and the Sustainability Information Document via Fundsmith's website at www.fundsmith.co.uk.
- I acknowledge that the Fundsmith Equity Fund and the Fundsmith Stewardship Fund do not have a UK sustainable investment label as they do not have a sustainability goal. Sustainable investment labels help investors find products that have a special sustainability goal.
I declare that
- I apply to open a Stocks and Shares ISA for the tax year 2025/2026.
- This declaration has effect for the tax year above and each subsequent year until further notice.
- I am 18 years of age or over.
- All subscriptions made, and to be made, belong to me.
- I have not subscribed, and will not subscribe, more than the overall subscription limit in total in this tax year and in each successive year in which this declaration has effect.
- I am resident in the United Kingdom for tax purposes or, if not so resident, either perform duties which by virtue of Section 28 of Income Tax (Earnings and Pensions) Act 2003 (Crown Employees serving overseas), are being treated as being performed in the United Kingdom, or I am married to, or in a civil partnership with, a person who performs such duties. I will inform Fundsmith LLP if I cease to be so resident or to perform such duties or be married to, or in a civil partnership with, a person who performs such duties.
- I am NOT a U.S. Person, i.e. resident in the United States of America and I will notify Fundsmith LLP immediately in the event that I become a U.S. person. I understand that the funds are not available to U.S. persons.
- I will notify Fundsmith immediately should any of the information provided, and in particular, any information about my tax residency changes.
- I have a copy of the Key Investor Information Documents for the T Class Shares in the funds, Fund Prospectuses, Sustainability Disclosure Document, and Supplementary Information Document and have kept them for my records. I consent to Fundsmith LLP providing the documents via the Fundsmith website.
- I agree to be bound by the ISA Terms and Conditions, within the Supplementary Information Document and accept that these may be varied in accordance with their terms.
The information given in this application form is correct to the best of my knowledge and belief. - Payment has or will be effected.
- I am the beneficial owner of this investment.
- In accordance with their regulatory obligations, Fundsmith LLP may require additional information from me and I acknowledge that electronic data sources may be used to check my identity.
- I acknowledge that the Fundsmith Equity Fund and the Fundsmith Stewardship Fund do not have a UK sustainable investment label as they do not have a sustainability goal. Sustainable investment labels help investors find products that have a special sustainability goal.
I authorise Fundsmith LLP
- To hold my cash subscription, ISA investments, interest, dividends and any other rights or proceeds in respect of those investments and any other cash.
- To make on my behalf any claims to relief from tax in respect of the ISA investments.
- To accept redemption dealing instructions either by post, telephone or online via the myAccount section of the Fundsmith website and to make payment to the bank account specified above.
I declare that
- I apply to open a Stocks and Shares JISA on behalf of the child/on behalf of myself for the tax year 2025/2026.
- This declaration has effect for the tax year above and each subsequent year until the account is closed.
- I am 16 years of age or over.
- I am the child/I have parental responsibility for the child and will be the registered contact for this JISA.
- I do not/the child does not have a Child Trust Fund.
- The child is resident in the UK, or is a UK Crown servant, a dependant of a UK Crown servant, or is married to/in civil partnership with a UK Crown servant.
- I am NOT and the child is NOT a U.S. Person i.e. resident in the United States of America and I will notify Fundsmith LLP immediately in the event that I or the child become a U.S. Person. I understand that the Fundsmith Equity Fund and Fundsmith Stewardship Fund are not available to U.S. persons.
- I have not, and will not, subscribe to another Stocks and Shares JISA for this child.
- I am not aware that this child has another Stocks and Shares JISA.
- I am not aware of other JISA subscriptions that will result in JISA subscriptions for this child exceeding the annual limit.
- I have not subscribed and I will not knowingly make subscriptions to JISAs for this child that will, when aggregated with other subscriptions, result in the overall subscription limit being exceeded for the tax year in which this application is made and in any subsequent tax year.
- I have a copy of the Key Investor Information Documents for the T Class shares in the funds, Fund Prospectuses, Sustainability Disclosure Document, and Supplementary Information Document, including the Fundsmith JISA Terms & Conditions and have kept them for my records. I consent to Fundsmith LLP providing the Documents via the Fundsmith website.
- I agree to the JISA Terms and Conditions and accept that these may be varied in accordance with their terms.
- I confirm that to the best of my knowledge and belief the information in this form is true.
- I acknowledge that the Fundsmith Equity Fund and the Fundsmith Stewardship Fund do not have a UK sustainable investment label as they do not have a sustainability goal. Sustainable investment labels help investors find products that have a special sustainability goal.
I authorise Fundsmith LLP
- To hold the subscriptions, JISA investments, interest, dividends, and any other rights or proceeds in respect of those investments and any other cash.
- To make on the child's behalf any claims for tax relief related to JISA investments.
INTENDED AUDIENCE
This Site is primarily directed at persons in the United Kingdom. The products and services mentioned on this Site are subject to legal and regulatory requirements in various jurisdictions and may not be available in all jurisdictions. The information in this Site does not constitute an offer or solicitation of an offer to buy or sell any investments or to engage in any investment activity in any jurisdiction where such activity would be contrary to local law or regulation. Persons in jurisdictions where these activities are restricted or prohibited must not access or use this Site. It is your responsibility to be aware of and comply with any relevant laws or regulations applicable in your jurisdiction.
WEBSITE CONTENTS AND CHANGES TO INFORMATION
Whilst Fundsmith has taken all reasonable care to ensure that information on this Site is accurate and complete at the date of its publication, Fundsmith cannot guarantee the adequacy, accuracy or completeness of such information. The information contained on this Site is subject to change at any time, without notice. The views expressed in this Site are the opinions of Fundsmith and such opinions are subject to change without notice.
WEBSITE ACCESS AND AVAILABILITY
Access to this Site is permitted for guests and registered users on a temporary basis.
Fundsmith reserves the right to withdraw or amend the service provided by the Site at any time. Fundsmith does not accept responsibility as to the operation, functionality or availability of this Site, or warrant that the use of the Site will be free from delay, interruption, interception or error.
Fundsmith may restrict access to some parts of the Site to users who are registered users. If you are a registered user and you choose or are provided with a user identification code, password or any other piece of information as part of Fundsmith's security procedures you must treat such information as confidential and you should not disclose it to any third party. Fundsmith reserves the right to disable any user identification code or password, whether chosen by you or allocated to you by Fundsmith, at any time if necessary to protect the security of the Site or if you fail to comply with the provisions of this Legal Notice.
You must not misuse this Site by knowingly introducing viruses, trojans, worms, logic bombs or other material which is malicious or technologically harmful. You must not attempt to gain unauthorised access to this Site, the server on which the Site is stored or any server, computer or database connected to this Site. You must not attack this Site via a denial of service attack or a distributed denial of service attack. Fundsmith may report any breach of this provision to the relevant authorities and may cooperate with them in any investigation, including by disclosing your identity.
Fundsmith will take reasonable precautions to ensure the security of this Site. However, Fundsmith will not be liable for any loss or damage caused by a distributed denial of service attack, viruses or other technologically harmful material that may infect your computer equipment, computer programs, data or other material due to your use of this Site or to your downloading material posted on it.
INFORMATION ABOUT FUNDSMITH EQUITY FUND
You may obtain copies of the Prospectus, KIID and the Annual and Interim Report and Accounts for the Fundsmith Equity Fund (the "Fund") free of charge by contacting us at Fundsmith LLP, PO Box 10846, Chelmsford, Essex, CM992BW or these can be downloaded directly from this Site.
Fundsmith LLP does not provide financial, investment, tax or other advice. If you are unsure as to whether an investment in the Fund is suitable for you, you should seek your own professional advice.
RISK WARNINGS
It should not be assumed that an investment into the Fund will be profitable. Past performance is not necessarily a guide to future performance. The value of investments and the income from them may fall as well as rise, may be affected by changes in rates of exchange, and you may not get back the amount of your original investment.
MATERIAL INTERESTS
Fundsmith and its connected persons do hold investments in the Fund.
DATA PROTECTION AND PRIVACY
Your Personal Information: Fundsmith is committed to protecting the confidentiality and security of your personal information in accordance with the requirements of the Data Protection Act 1998 as amended. Please refer to the detailed information in our data protection policy contained in the 'privacy' link at the bottom of each page on this site. However, the Internet is not a secure medium and whilst Fundsmith takes reasonable precautions to protect any personal information transmitted through this Site, it does not guarantee or warrant the security of such personal information. Fundsmith does not accept any responsibility for unauthorised access by a third party or the corruption of data sent to it.
INTELLECTUAL PROPERTY RIGHTS
Fundsmith is the owner or the licensee of all intellectual property rights contained within this Site and in the material published on it. These works are protected by copyright laws. All such rights are reserved.
You may download or print out a hard copy of pages from this Site or the material made available on it for your personal reference. However you must not make any copy of the material on this Site for public or commercial use without Fundsmith's prior written consent. You must not modify the paper or digital copies of any materials you have printed off or downloaded in any way.
Fundsmith is the registered trade mark of Fundsmith LLP.
LINKING TO THIS SITE
You may link to the Home Page of this Site, provided that you do so in a way which is fair, legal and does not damage Fundsmith's reputation or take advantage of it, but you must not establish a link in such a way as to suggest any form of association, approval or endorsement on Fundsmith's part where none exists. You must not establish a link from a website that is not owned by you. This Site must not be framed on any other Site nor may you create a link to any part of this Site other than the Home Page.
LINKS FROM THIS SITE
Where this Site contains links to other sites and resources provided by third parties, these links are provided for your information only. Fundsmith has no control over the contents of these sites or resources and accepts no responsibility for them or for any loss or damage that may arise to you from your use of them.
TERMINATION
Fundsmith has the right to terminate your access to this Site at any time on giving notice to you and in any event if you commit any breach of these terms and conditions. Fundsmith shall have no liability to you for such termination. In the event that your access to this Site is terminated, the remaining provisions of this Legal Notice will continue to apply.
LIMITATION OF LIABILITY
Save as provided below, neither Fundsmith, any of its members, officers or employees, nor any third party vendor, will be liable or have any responsibility of any kind for any loss or damage that you incur in the event of any failure or interruption of this Site, or resulting from the act or omission of any other party involved in making this Site or the data contained in it available to you, or from any other cause relating to your access to, inability to access, or use of the Site or the materials contained on this Site whether or not the circumstances giving rise to such cause may have been within the control of Fundsmith, or of any vendor providing software or services support. Nothing in this Legal Notice excludes or restricts any duty or liability that Fundsmith has under the Financial Services and Markets Act 2000 (as amended from time to time), the rules of the Financial Conduct Authority or any other applicable law or regulation. Nothing in this Legal Notice shall restrict or exclude any liability that Fundsmith has to any party that cannot be excluded by law.
INDEMNITY
You shall indemnify Fundsmith from and against all actions, claims, proceedings, costs and damages (including any damages or compensation paid by us on the advice of our legal advisors to compromise or settle any claim) and all legal costs or expenses arising out of your use of the Site and any breach by you of any terms and conditions contained in this Legal Notice.
AMENDMENTS TO THESE TERMS
Fundsmith may revise these terms of use at any time by amending this Legal Notice. You are expected to check this Legal Notice from time to time to take note of any changes to these terms.
GOVERNING LAW & OTHER LEGAL PROVISIONS
These terms and conditions shall be governed by and construed in accordance with the laws of England without regard to conflicts of law principles. The English courts will have the exclusive jurisdiction over any claim arising from or related to this Site. No failure of either party to enforce any of its rights under this Legal Notice will act as a waiver of such rights. If any portion of any provision of this Legal Notice is found invalid or unenforceable, that provision shall be enforced to the maximum extent possible and the remaining provisions of this Legal Notice shall remain in full force and effect.
STEWARDSHIP CODE NOTICE
Under Rule 2.2.3R of the FCA's Conduct of Business Sourcebook, Fundsmith LLP is required to include on this website a disclosure about the nature of its commitment to the UK Financial Reporting Council's Stewardship Code (the "Code") or, where it does not commit to the Code, its alternative investment strategy. The Code is a voluntary code and sets out a number of principles relating to engagement by investors with UK equity issuers. Investors that commit to the Code can either comply with it in full or choose not to comply with aspects of the Code, in which case they are required to explain their non compliance.
Fundsmith LLP is the manager of the Fundsmith Equity Fund which pursues a long only global equity strategy. As the investment manager to the fund we take a consistent approach to engagement with issuers and their management in all of the jurisdictions in which the fund invests and the partnership generally supports the objectives that underlie the Code, However, we do not consider it appropriate to commit to any particular voluntary code of practice relating to any individual jurisdiction and consequently we have chosen not to commit to the Code.
By clicking the submit button below, you are confirming that you agree to the following statements:
- I/we understand that I/we will be subject to the data protection and money laundering verification provisions as outlined in the Terms and Conditions and/or Prospectus.
- I/we being the registered shareholder(s) hereby acknowledge that I/we are no longer interested in the above mentioned funds.
- I/we confirm agreement to all obligations and requirements as detailed in the Prospectus.
- If withdrawing from an ISA, I understand that the funds being withdrawn will no longer be contained within the ISA wrapper.
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