Forms
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.
Account administration
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
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Supplementary Information Document
The Supplementary Information Document provides additional information for the benefit of investors in the fund.