Manage your RLUM investment

The allowance for 2025/26 tax year is £20,000.

To top up your investment:

1. Work out how much you want to add to your investment
2. Check how much of your ISA allowance you have left. If you’re not sure, you can phone us on 0345 605 7777
3. Make a cheque payable to RLUM Ltd. Write your investor ID on the reverse - you can find this on your latest statement, or on most other communications we send you
4. Complete the RLUM declaration (PDF, 0.1MB) and return it with your cheque to:

FREEPOST RTLX CXRU KAUG RLUM Ltd

5th floor

Churchgate House

56 Oxford Street

Manchester

M1 6EU

The RLUM ISA is a stocks and shares ISA that may not be appropriate for investors who plan to withdraw their money within 5 years.

You can change the amount you invest by direct debit into your ISA or unit trust.

To increase the amount you pay, you can:

• Phone us on 0345 605 7777 and confirm you’ve read the relevant KIID
• Complete the RLUM declaration form (PDF, 0.1MB) and post it to:

FREEPOST RTLX CXRU KAUG RLUM Ltd

5th floor

Churchgate House

56 Oxford Street

Manchester

M1 6EU

To decrease the amount you pay, call us on 0345 605 7777. Remember the minimum regular contribution to your investment is £50 per month.

Find out more about direct debits in the RLUM supplementary information document.

If you change your address, get in touch to let us know.

Phone: 0345 605 7777

For your safety, we’ll ask you to send us proof of your new address.

You can switch the funds you’re invested in either by phone or by post.

By phone:

Call 0345 605 7777

By post:

Complete the RLUM declaration form (PDF, 0.1MB) and post it to us at:

FREEPOST RTLX CXRU KAUG RLUM Ltd

5th floor

Churchgate House

56 Oxford Street

Manchester

M1 6EU

You can transfer both cash ISAs and stocks and shares ISAs from other providers into your RLUM ISA at any time.

You’ll need to complete a transfer application form (PDF, 01.MB).

The minimum total amount you can transfer is £1,000.

If you already have an RLUM ISA, you can switch your RLUM unit trust to your ISA.

Phone 0345 605 777 to switch your unit trust to an ISA.

If you want to invest in a different RLUM fund you’ll need to confirm to us that you have read the fund’s Key Investor Information Document (KIID).

Find the KIID in the documents tab of the table on the RLUM overview page.

You’ll need to check how much of your ISA allowance you have left. If you’re not sure, you can check with us when you phone.

As part of the switch we’ll sell the requested amount in your unit trust and purchase the same amount into your ISA. We do not charge for this, but this action could result in a chargeable gain. You should discuss this with your tax adviser or specialist before you request the switch.