The Triodos Ethical Stocks & Shares ISA is offered to residents of the UK who are 18 years of age or over. The benefits of an ISA depend on your individual circumstances and tax rules may change in the future.

Your capital is at risk and the value of your investment may go down as well as up, and you may not get back the amount originally invested. Income is variable and not guaranteed.

The Triodos Sustainable Equity and Pioneer funds are quoted in sterling, however when you purchase or sell, your sterling is converted from sterling into euros or back from euros into sterling. Your total return is therefore subject to the euro-sterling exchange rate. Dividends are converted from euros to sterling. You are also exposed to currency fluctuations in the regions in which the funds invest.

Investments are not covered by the Dutch deposit guarantee scheme, however they may be covered by the Investor compensation scheme. For more information on these schemes please read the deposit guarantee scheme and investor compensation scheme page.

How to transfer

You are able to transfer all or part of your existing ISAs into our Ethical Stocks & Shares ISA. If you are transferring a Stocks & Shares ISA that contains current year ISA subscriptions, you must transfer at least all your current year subscriptions into our Ethical Stocks & Shares ISA. ISA transfers do not count towards your annual ISA allowance.

If you wish to transfer into our Ethical Stocks & Shares ISA, please first check with your existing ISA provider to see if there are any penalties or charges for transferring out.

If transferring your ISA, please complete the transfer form below. We will contact your old provider and request the transfer on your behalf. Do not withdraw money directly from your existing ISA, as you will lose the potential tax benefits, which you will not be able to reinstate.

If you wish to transfer, please ensure you have read the documents found under the Important information tab.

Transfer authority form - 2017/2018 tax year

Transfer between existing Triodos ISAs

What happens next

If you do not currently have an Ethical Stocks & Shares ISA you must also complete an Ethical Stocks & Shares ISA application form which can be found under the 'Invest' tab.

Upon receipt of your transfer form(s) we will contact your old provider to request your transfer. Transfers typically take two weeks but it can take up to four weeks to transfer a Stocks & Shares ISA. This means you may be out of the market for up to 30 days.

We will be in contact once your ISA transfer has been completed.

The 0.5% initial charge will be applied to your selected investment and the minimum initial investment amount of £1,000 or top up of £500.

Your investment will be placed once we have received the funds from your old provider. The Dealing Cut-off time is 12pm Greenwich Mean Time (GMT) on each fund Business Day. As long as your cleared funds are with us by then, the deal will be placed that day. If your transfer arrives after this time we will place the deal at the next Business Day's Dealing Cut-off.

Please note that investment decisions must be made on the basis of the information provided in the Prospectus and Key Investor Information Document, and not only on information provided in this summary.

This information is not financial advice. If you are unsure if either of our funds is the right investment for you, please seek independent financial advice. If you don’t have an independent financial adviser, you can get details of local financial advisers by visiting www.unbiased.co.uk.

Triodos Sustainable Pioneer fund

SRI Pioneer Fund - Risk Indicator

Triodos Sustainable Equity fund

TSEFjpg

The risk and reward indicator is a measure of a funds historical price volatility and provides an indication of the risk level of a fund. Historical data may not be a reliable indicator of the future risk profile of a fund.

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