ISA & OEIC Investors information

Investors in Scottish Friendly stocks and shares ISA or OEIC investments can access the latest updates on their investments, the latest fund reports and performance reviews below.

For today's fund prices go to our fund prices page.

Additional investments

If you want to make an additional investment to your ISA, Junior ISA or Child Trust Fund, please read the relevant Key Investor Information Document for the fund you will be investing in. Then you're ready to print off the relevant additional investment form below, complete it and send it to us together with your cheque, if applicable.

Key Investor Information Documents

For further information relating to the charges and costs associated with the above funds, as detailed in these Key Investor Information Documents, please see our Enhanced disclosure of fund charges and costs page.

Additional investment forms

Key Features


Scottish Friendly has a sound remuneration policy which reflects its objectives for good corporate governance; details can be found here (PDF).

You will need the Adobe Acrobat Reader (opens in a new browser window) to view the PDFs. If you do not have it you can download it for free from the Adobe website.