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The below steps are aimed at professional corporate investors wishing to invest directly with Vanguard. If you are seeking to invest or open an account as an individual then please visit www.vanguardinvestor.co.uk or call 0800 587 0460. The Vanguard Personal Investor platform offers a comprehensive service designed specifically for UK residents.

Before you get started, please check to find out which of our mutual funds are UK or Ireland domiciled.

UK Domicile mutual funds (including OEICs and unit trusts)

Useful documents

If you don't currently own any funds with Vanguard or if you are buying into a fund for the first time.

Step 1

Complete the application form:

Application form
Tax notes document

*For Trusts & SIPPs, accounts are required to be registered in the name of the Trustees. Where the Trustees are individuals, please complete the individual application form. For Corporate Trustees, please complete the Corporate application form.

Step 2

Fax or post the application form to:

Fax: 0844 620 0002

Vanguard Investments UK, Ltd
PO Box 10315
Chelmsford
CM99 2AT

Important information

Your initial deals will be processed at the purchase price calculated at the fund's next valuation point following receipt of your application.Where your application is received after the fund's deal cut-off, the following business day's price will be applied. You may be asked to provide additional documentation to satisfy Anti-Money Laundering requirements.

Please read our investing terms and conditions.

Step 3

Complete the electronic payment:

Payment should be made for the total cost of your investment, net of any bank charges, and transferred electronically to the bank account illustrated in our payment details form.

Your bank may charge an electronic transfer or handling fee. The full subscription amount must be received on the second business day after the trade date (this is referred to as T+2).

Step 1

If you want to buy more of a fund you already own with Vanguard.

Complete the relevant form below:

Trade form
Switch form

Step 2

Fax or post the trade or switch form to:

Fax: 0844 620 0002

Vanguard Investments UK, Ltd
PO Box 10315
Chelmsford
CM99 2AT

Please refer to the daily dealing deadline for information on valuation points.

Important information

Your deals will be processed at the purchase price calculated at the fund's next valuation point following receipt of your application. Where your application is received after the fund's deal cut-off, the following business day's price will be applied. You may be asked to provide additional documentation to satisfy Anti-Money Laundering requirements.

Please read our investing terms and conditions.

Step 3

Complete electronic payment for subscriptions of shares:

Payment should be made for the total cost of your investment, net of any bank charges, and transferred electronically to the bank account illustrated in our payment details form.

Your bank may charge an electronic transfer or handling fee. The full subscription amount must be received on the second business day after the trade date (this is referred to as T+2).

Step 1

If you want to redeem shares.

Send us your trade instructions providing the information below:

  • Trade type (sell)
  • Account number
  • Account name
  • Fund name (listed above)
  • Fund Sedol (listed above)
  • Amount in units or GBP
  • Signature of one or more authorised signatories

Step 2

Fax or mail your instructions to:

Fax: 0844 620 0002

Vanguard Investments UK, Ltd
PO Box 10315
Chelmsford
CM99 2AT

You will be required to complete a renunciation form unless you have a coverall agreement in place with us. This will be sent out with your contract note via post. Redemption proceeds will not be issued until the completed form is received.

Trade instructions can be placed via fax, post or electronically through EMX.

Fax: 0844 620 0002
Post: Vanguard Investments UK, Ltd
PO Box 10315
Chelmsford
CM99 2AT
EMX Provider ID: VGDUK

Transaction processing timeline

Trade date
T
Settlement date
T+2
The Administrator must receive the trade instruction before the trading cutoff time per the prospectus of the fund.The Administrator must receive electronic payment to settle the purchases by T+2. Redemptions will also be settled via electronic payment.

For investments into UK domiciled funds, please make payments to:

Beneficiary Bank: HSBC Bank
Sort Code: 40-02-50
Bank Swift Code: MIDLGB2110C
For credit to: Vanguard Investments UK, Limited
Account Number: 61306022
IBAN Account Number: GB93MIDL40025061306022