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).
Single payment
These KIDs apply if you’re not planning to draw regular income from your Capital Investment Bond:
- Wesleyan Asia (ex Japan) Shares Fund
- Wesleyan Corporate Bond Fund
- Wesleyan Ethical Shares Fund
- Wesleyan European Shares Fund
- Wesleyan Government Bond Fund
- Wesleyan Higher Risk / Reward Fund
- Wesleyan Japanese Shares Fund
- Wesleyan Low Risk / Reward Fund
- Wesleyan Life Managed Fund
- Wesleyan Moderate / High Risk Reward Fund
- Wesleyan North American Shares Fund
- Wesleyan Risk Averse Fund
- Wesleyan UK Shares Fund
- Wesleyan Life With Profits Fund
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).
Single payment
These KIDs apply if you’re not planning to draw regular income from your Capital Investment Bond:
- Wesleyan Asia (ex Japan) Shares Fund
- Wesleyan Corporate Bond Fund
- Wesleyan Ethical Shares Fund
- Wesleyan European Shares Fund
- Wesleyan Government Bond Fund
- Wesleyan Higher Risk / Reward Fund
- Wesleyan Japanese Shares Fund
- Wesleyan Low Risk / Reward Fund
- Wesleyan Life Managed Fund
- Wesleyan Moderate / High Risk Reward Fund
- Wesleyan North American Shares Fund
- Wesleyan Risk Averse Fund
- Wesleyan UK Shares Fund
- Wesleyan Life With Profits Fund
Find another Key Information Document…
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 Specialist Financial Adviser from Wesleyan Financial Services 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.