Once you've logged in:
- Click View Account on the account you wish to switch funds on
- Click Actions (Top right of screen)
- Select Fund switch
- Enter the amount (£ or %) you want to sell from each investment(s) and click Next
- Enter the % amount you want to reinvest into any existing investment(s) and/or click to add another investment (Important - the allocation must total 100%)
- Tick the box to confirm that you've read the Key Information Documents (KID) for each investment and click Next
- Check your instructions are correct, tick to indicate your agreement to the declaration and click Confirm
On receipt of the instruction, the deal will be placed at the next valuation point.
A contract note will be sent to you the next business day after the valuation point.
How can an investor top up?
From August 2025 we no longer provide the option to top up your investment online.
You can submit investment and top up instructions via the following methods:
Fax
You can fax an instruction to us on:
From the UK - 0330 123 3755
From abroad - 0044 1268 457731
Post
You can post an instruction to the address below:
Thesis Unit Trust Management
PO Box 12248
Chelmsford
CM99 2EG