Manage your RLUM ISA or Unit Trust

Top up my investment

To top up or add to any of the funds you already hold, just follow these simple steps:

• Work out how much you want to add to your existing investment.
• You'll need to check how much of your ISA allowance you have left. If you’re unsure how much you can invest in the current tax year, we can advise you over the phone at 0345 605 7777 about what the ISA allowance is. Or you can visit the government's Individual Savings Account information directly.
• Make a cheque payable to RLUM Ltd, (write your investor ID on the reverse). You can find your Investor ID on your latest statement or on most other communications we send to you regarding your investment.
• Complete the RLUM Declaration and return it to us with your cheque to:
  
  

FREEPOST RTLX-CXRU-KAUG
RLUM Ltd, 5th floor
Churchgate House
56 Oxford Street
Manchester
M1 6EU

Increase or decrease a monthly Direct Debit

If you invest via a monthly Direct Debit into your Stocks and Shares ISA or Unit Trust, you can change the amount that you invest.

You can find out more information about minimum investment amounts on the RLUM fund details page. You can also find more information on Direct Debits in the Supplementary Information Document.

If you want to increase the amount you pay, you can do this by either calling us on 0345 605 7777 or by completing the RLUM Declaration form [PDF, 0.1MB] and returning it to us by post at:

FREEPOST RTLX-CXRU-KAUG
RLUM Ltd, 5th floor
Churchgate House
56 Oxford Street
Manchester
M1 6EU

If you call us to increase the amount you pay, we'll ask you to confirm that you’ve read the relevant KIID before we can increase your Direct Debit payment.

If you want to decrease the amount you pay, you can call us on 0345 605 7777. We’ll carry out your instruction without the need to discuss the KIID. Remember the minimum regular contribution to your investment is £50 per month.

Switching funds

You can decide that you want to switch the funds that you're invested in. You can do this by either calling us on 0345 605 7777 or by completing the RLUM Declaration form [PDF, 0.1MB] and returning it to us by post at:

FREEPOST RTLX-CXRU-KAUG
RLUM Ltd, 5th floor
Churchgate House
56 Oxford Street
Manchester
M1 6EU

If you're calling us to switch your funds, we will ask you to confirm that you’ve read the relevant KIIDs before we can make the switch. Switching is free of charge.

Transferring in from another ISA provider

You can transfer both Cash ISAs and Stocks and Shares ISAs from other providers into your RLUM Ltd Stocks and Shares ISA at any time.

If you want to transfer an existing Cash or Stocks and Shares ISA to us you will need to complete a Transfer application form [PDF, 0.1MB].

Please note the minimum total amount you can transfer in is £1,000.

Switch my Unit Trust to an ISA

If you already have an ISA with us you can switch your RLUM Unit Trust to your ISA. All you need to do is call us on 0345 605 7777 and we'll carry out your instruction. However, if you are wanting to invest in a different RLUM fund you will need to confirm you have read the relevant KIID for the new fund you want to invest in before we can carry out your instruction. You can find out important information about the ISA here.

You'll need to check the ISA allowance you have left. If you’re unsure how much you can invest in the current tax year, we can advise you of the annual ISA allowance on the call. Or you can visit the government's Individual Savings Account information which also provides some more general information about ISAs which you might find useful.

Please remember that as part of the switch we will sell the requested amount in your Unit Trust and purchase the same amount into your ISA. We don't charge for this and the same amount of units will be purchased as sold. But this action could result in a chargeable gain and we recommend that you discuss this with your tax adviser / specialist before requesting the switch.