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Application Form added to Document Upload

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With effect from 10 June 2021 Application Forms will be an available document type via the upload service. When uploading an application form for an approved Fund Group you will have 2 options

  • Application Form - With Deal
  • Application Form - without Deal

Where a deal is included you must select the 'with deal' option to ensure your deal gets the next available VP.

Application forms can be uploaded from TODAY for Rathbones and T. Rowe Price, and further fund groups will be added to the matrix as they provide their approvals.

Note: Fundsmith and Janus Henderson have approved application from from 11 June.

A full list of supported documents can be found by clicking here

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