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Client documentation

Documents for individual investors

Important information

Terms and conditions

Identity documentation guidelines (UK)

Supplementary Information Document (SID)

Identity documentation guidelines (non-UK)

Forms

Unit Trust and OEIC Application Form for Individual Investors

Stock Transfer Form

Stock Transfer Form – guidance notes

Stocks and Shares ISA Transfer form 2026/2027

How can we pay your money to you?

Direct Debit Mandate Form – ISA only

Subscription and Debit amendment form

Switch form for Unit Trust and OEIC

Stock Transfer Form – digital usage

Stocks and Shares ISA Application form 2026/2027

Change of Address Form

Direct Debit Mandate Form – Unit Trust and OEIC account

Redemption and Renunciation form

Unit Trust and OEIC Abridged Fund Application form

When an investor dies

When an investor dies – guide to our process

Executor Notification Form

Stocks and Shares APS ISA Application form 2026/2027

Register an investor’s death with us

Small Estates Form

Stocks and Shares APS ISA Transfer form 2026/2027

Documents for institutional investors

Institutional Client Application form

Terms and Conditions

Institutional Switch form

Subscription form

Redemption form

Supplementary Information Document (SID)

Documents for Professional Advisers or Consultants

OEIC and Unit Trust Application form for Non – Individuals

Terms and Conditions

Supplementary Information Document (SID)

Switch form for OEIC and Unit Trust

Brochure Business Terms

European MiFID Template

European MiFID Template

The value of investments, and the income from them, can fall as well as rise and investors may not get back the amount originally invested.

Risk warning

The value of investments, and the income from them, can fall as well as rise and investors may not get back the amount originally invested.

AXA IM and BNPP AM are progressively merging and streamlining our legal entities to create a unified structure

AXA Investment Managers joined BNP Paribas Group in July 2025. Following the merger of AXA Investment Managers Paris and BNP PARIBAS ASSET MANAGEMENT Europe and their respective holding companies on December 31, 2025, the combined company now operates under the BNP PARIBAS ASSET MANAGEMENT Europe name.