Forms
Forms for individuals
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Direct UK Investors Application Form
This form is to be used if you wish to invest into the Fundsmith Stewardship Fund outside of an ISA and are resident in the UK. Investments will be placed into the T Class shares.
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Overseas Individual Investors Form
This form is for Overseas Individual Investors wishing to invest into the Fundsmith Stewardship Fund.
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ISA Application Form
These application forms are for UK residents wishing to utilize their ISA allowance with Fundsmith.
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Junior ISA Application Form
These application forms are for UK residents wishing to utilize their JISA allowance with Fundsmith.
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Switch Form
If you wish to switch share class, or move your holdings from one fund to another, please use the form below.
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Stock Transfer Form
If you wish to move your units in-specie from one account to another, you can complete the Stock Transfer Form.
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JISA & CTF Transfer Form
If you wish to transfer your JISA or CTF from another ISA manager, please use this form.
Additional Permitted Subscriptions (APS)
We recommend that you read the General Guidance document before completing any forms. These forms can be used to open an APS ISA with Fundsmith. They can also be used to transfer an APS allowance, invest cash or transfer ‘in-specie’ into the Fundsmith APS ISA.
We recommend that you read the General Guidance document before completing any forms. These forms can be used to open an APS ISA with Fundsmith. They can also be used to transfer an APS allowance, invest cash or transfer ‘in-specie’ into the Fundsmith APS ISA.
Withdraw
If you wish to make an ad-hoc withdrawal, please complete a Withdrawal Form. If you wish to withdraw a portion of your investment on a regular basis as ‘income’, please use the Regular Withdrawal Form.
If you wish to make an ad-hoc withdrawal, please complete a Withdrawal Form. If you wish to withdraw a portion of your investment on a regular basis as ‘income’, please use the Regular Withdrawal Form.
Account administration
If you wish to change your address, add bank details to an account for withdrawals, or add a monthly direct debit then please login to the myAccount section of the website. Alternatively you can complete the relevant form below. Please note, a monthly Direct Debit may only be setup using a UK Bank account.
If you wish to change your address, add bank details to an account for withdrawals, or add a monthly direct debit then please login to the myAccount section of the website. Alternatively you can complete the relevant form below. Please note, a monthly Direct Debit may only be setup using a UK Bank account.
Forms for companies / entities
Apply
These forms are for Entities (e.g. Pensions, Private Companies, Trusts, Charities etc.) wishing to invest with Fundsmith. You must first complete the Entity Account Opening Form and provide the required Anti-Money Laundering documents for us to review and process your application. If the application is successful, you will receive an account number and may then submit a Dealing Form. We have also provided a link to the latest version of the Wolfsberg Questionnaire for those Entities that are required to provide one. Please note that the form must be signed and dated by the MLRO, or equivalent Financial Crime Compliance Senior Manager.
These forms are for Entities (e.g. Pensions, Private Companies, Trusts, Charities etc.) wishing to invest with Fundsmith. You must first complete the Entity Account Opening Form and provide the required Anti-Money Laundering documents for us to review and process your application. If the application is successful, you will receive an account number and may then submit a Dealing Form. We have also provided a link to the latest version of the Wolfsberg Questionnaire for those Entities that are required to provide one. Please note that the form must be signed and dated by the MLRO, or equivalent Financial Crime Compliance Senior Manager.
Other forms
Below you can find a 'coverall' form to complete if you wish to add new bank account details to your account for withdrawals and distributions, or use the Direct Debit Mandate form to set up a direct debit instruction.
Below you can find a 'coverall' form to complete if you wish to add new bank account details to your account for withdrawals and distributions, or use the Direct Debit Mandate form to set up a direct debit instruction.
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Switch Form
If you wish to switch share class, or move your holdings from one fund to another, please use this form.
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Stock Transfer Form
If you wish to move your shares in-specie from one account to another, you can complete the Stock Transfer Form.
About the fund
Sustainability Disclosure Document
The Sustainability Disclosure Document provides information on the funds approach to sustainability as required by the FCA. The fund does not have a UK sustainable investment label as it does not have a sustainability goal. Sustainable investment labels help investors find products that have a specific sustainability goal.
The Sustainability Disclosure Document provides information on the funds approach to sustainability as required by the FCA. The fund does not have a UK sustainable investment label as it does not have a sustainability goal. Sustainable investment labels help investors find products that have a specific sustainability goal.
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Fundsmith Stewardship Fund Prospectus 2025
The Prospectus contains information about the fund in accordance with the requirements of our regulator, the FCA.
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Supplementary Information Document
The Supplementary Information Document provides additional information for the benefit of investors in the fund.