Key Information Documents (KIDs)

Find all the details you need on our investment products

What are KIDs?

Like other financial providers, Wesleyan is required to produce Key Information Documents (KIDs) for each investment product we have offered for sale since 1st January 2018.

Each KID is unique to the product and the funds it's invested in. It provides the key information you need to know and understand before investing.

It's not marketing material. It's designed to help you understand the nature, risks, costs and potential gains and losses of the product, and to help you compare it with others.

Which KID do you need to read?

The right Key Information Document for you depends on things like:

  • Which product and funds you want to invest in
  • How you plan to invest
  • Whether or not you’re opted into the Ongoing Advice Service*.

To find your document, start by selecting your product from the options below.

Capital Investment Bond

Opted into Ongoing Advice Service

The documents below are right for you if you’re opted into the OAS (or plan to opt in when you take out the product).

Opted out of Ongoing Advice Service

Use the documents below if you’re not opted into the OAS (or don’t plan to opt in when you take out the product):

Not sure which Key Information Document applies to you? Just contact our Customer Relationship Centre on 0800 058 2965.

Flexible Savings Plan

Opted into Ongoing Advice Service

The documents below are right for you if you’re opted into the OAS (or plan to opt in when you take out the product).

Opted out of Ongoing Advice Service

Use the documents below if you’re not opted into the OAS (or don’t plan to opt in when you take out the product):

Not sure which Key Information Document applies to you? Just contact our Customer Relationship Centre on 0800 058 2965.

With Profits ISA

Please note

If you’re looking to invest in the With Profits ISA, please use the v8 KIDs. If you’re an existing customer, please check your plan document to see which version is right for you. If it doesn’t say v9, and you opened your plan on or after 31st December 2012, you have a v8 ISA.

Opted into Ongoing Advice Service

The documents below are right for you if you’re opted into the OAS (or plan to opt in when you take out the product).

Opted out of Ongoing Advice Service

Use the documents below if you’re not opted into the OAS (and don’t plan to opt in when you take out the product):

Not sure which Key Information Document applies to you? Just contact our Customer Relationship Centre on 0800 058 2965.

Not sure which Key Information Document applies to you? Just contact our Customer Relationship Centre on 0800 058 2965.

* What is the Ongoing Advice Service (OAS)

Opting in for the Ongoing Advice Service (OAS) service means your Financial Consultant will provide pro-active advice and guidance on any relevant changes to taxation, regulations or your professional entitlement, to ensure the products you hold remain right for you.

If you opt into our Ongoing Advice Service, you will pay a fee called the Ongoing Advice Charge. This will be applied to all Wesleyan investment and pension products (excluding annuities) you hold with us.