You can invest directly with us by completing and returning the T. Bailey Unit Trust Application Form.
For an ISA investment or transfer use the T. Bailey ISA Application Form, or for a Junior ISA use the T. Bailey JISA Application Form. You can also contact our client services team: email clientservices@tbailey.co.uk or telephone 0115 988 8213.
Alternatively, our funds are available on the major investment platforms, although you will incur platform fees. The easiest way to find us on any platform is to simply search for ‘Bailey’.
| Application name | Download |
| T. Bailey Unit Trust Application – Initial Investment | Download |
| T. Bailey Unit Trust Application – Top up form | Download |
| T. Bailey ISA Application – Initial Investment and Transfer | Download |
| T. Bailey ISA Application – Top up form | Download |
| T. Bailey JISA Application – Initial Investment and Transfer | Download |
| T. Bailey JISA Application – Top up form | Download |
Our Unit Trust ISA investment solutions provide a number of advantages for your clients, including expert asset allocation and fund manager selection, risk management through diversification and tax efficiency because internal fund transactions do not incur a Capital Gains Tax liability.
Please use the application forms below or if you need assistance contact Kevin Payne or Dawn Massingham using the contact details further down this page.
Alternatively, our funds are available on the major investment platforms, although you will incur platform fees. The easiest way to find us on any platform is to simply search for ‘Bailey’.
| Application name | Download |
| T. Bailey Unit Trust Application – Initial Investment | Download |
| T. Bailey Unit Trust Application – Top up form | Download |
| T. Bailey ISA Application – Initial Investment and Transfer | Download |
| T. Bailey ISA Application – Top up form | Download |
| T. Bailey JISA Application – Initial Investment and Transfer | Download |
| T. Bailey JISA Application – Top up form | Download |
| T. Bailey – Adviser Charging Form | Download |
