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Unit Trust Application
It only takes a few minutes to apply for an M&S Unit Trust online, or top up an existing Unit Trust. Before you start, please look at the What you should know before you apply section below.
Existing M&S Unit Trust Customer?
You can top up your existing investment in an M&S Unit Trust here.
What you should know before you apply
Are you eligible?
To invest in an M&S Unit Trust you have to be a UK resident aged 18 or over.
What you’ll be asked for
- Your contact details - your address should be the same as you use for your debit card
- Your email address
- Your bank or building society details
- Your debit card details to make a deposit, with enough cleared funds in the account
- We may ask you for proof of identity and/or bank details for verification at a later stage.
What you should read
You should read the Simplified Prospectus for the fund you’re planning to invest in and our Information for Investors - see Important Documents section opposite.
Monthly payments
To set up a monthly payment into your M&S Unit Trust you need to download an application form, complete it and send it to us by post.
Important documents
Important Information for Investors
Ethical Fund Simplified Prospectus
High Income Fund Simplified Prospectus
Worldwide Managed Fund Simplified Prospectus
UK 100 Companies Fund Simplified Prospectus
UK Selection Portfolio Simplified Prospectus
You may require Adobe PDF reader to view these documents.
Need help?
Read our Guidance notes before making an application.
Take a look at our Unit Trust FAQs, or call us on 0808 005 5555
Lines are open:
Monday to Friday 8am-8pm
Saturday 9am-5pm
Calls may be recorded
