Can I switch my investment between funds?

You may wish to switch your existing investment between the Triodos Pioneer Impact Fund and the Triodos Global Equities Impact Fund. To instruct us to do this, the switching form below should be completed and returned to us. Or you can call us on 0330 355 0355 to request a postal form.

Please be aware that with effect from 10 April 2017 the charges for investing in our impact investment funds changed. If you decide to move all or part of your existing holding into a different fund or into an ISA with Triodos Bank UK after this date, the value of shares you wish to switch or move must be sold and repurchased and whilst the initial fee will be waived, the annual service charge will apply on the switched holdings from the date of the change.

Details of the initial and annual service charge can be found in the Supplementary Investor Document, which can be downloaded below.

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