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Existing customers

Key customer documents

Personal Portfolio Funds (PPF)

Get into the detail on the Personal Portfolio Funds with these documents, available to download and learn more about our funds.

Junior ISA (customers who invested prior 2019)

If you opened your NatWest Invest Junior ISA after 2019, please click here to see the NatWest Invest Junior ISA.

Child Trust Fund (CTF)

Child Trust Funds were available for every child born on or after the 1st of September 2002 until the 2nd of January 2011.

Global Bond

Global Bond fund is not available to new investors, although existing customers can make additional investments.

UK Equity

UK Equity fund is not available to new investors, although existing customers can make additional investments.

Important documents

Royal Bank of Scotland Collective Investment Funds Ltd policies

Royal Bank of Scotland Collective Investment Funds Limited is required to make available to customers policies that are contained within the fund prospectuses, which cover specific aspects of how we manage the funds.

Order Execution Policy

The Order Execution Policy applies to the Personal Portfolio Funds, Investment Funds, Coutts Multi-Asset Funds, Stakeholder Fund and Discretionary Portfolio Investment Service.

Forms

These forms are only for use by existing customers who hold Share Class 1 or Share Class 2.

If you would like support in using these forms, please call us on 0345 300 2585. 

If you are an Online NatWest Invest customer, please login here.

 

Climate-related Disclosures Reports

Pursuant to Chapter 2 of the FCA Environmental, Social and Governance Sourcebook, please see the entity and product Climate-related Disclosures Reports consistent with the recommendations of the Task Force for Climate-related Financial Disclosures.