How to invest

Learn more about how to invest with T. Bailey

Professional advisers

Our ISA/Unit Trust investment solutions aim to provide a number of advantages for your clients, including expert asset allocation, fund manager selection and risk management through diversification. For those clients investing outside of an ISA, our Unit Trust solutions offer tax efficiency as internal fund transactions do not incur a Capital Gains Tax liability.

Our Model Portfolio options are available for those advisers looking to invest through Standard Life Wrap and Transact and provide a range of inflation targeted portfolios.

Ways to invest

You can invest direct with T. Bailey for ISAs, Junior ISAs and Unit Trusts. Please use the application forms below or if you need assistance contact Kevin Payne or Laura Emery.

Alternatively, our funds are available on the major investment platforms, although you will incur platform fees.

Our model portfolios are available through Standard Life Wrap and Transact.  Please contact us if you would like access.

Application forms

T. Bailey Unit Trust Application Initial Investment
T. Bailey Unit Trust Application Top up form
T. Bailey ISA Application Initial Investment and Transfer
T. Bailey ISA Application Top up form
T. Bailey Junior ISA Application Initial Investment and Transfer
T. Bailey Junior ISA Application Top up form

Looking for other literature?

If you are looking for other documentation such as Key Investor Information Documents or Factsheets, you can find them in our Resources Section.

Go to Other Documents