How to invest in our impact investment funds

The whole process of setting up your investment takes about four business days from the time that we receive your application and funds.

  • Decide how you want to invest

    Choose whether to invest tax efficiently inside an ISA or outside an ISA. Choose how to receive any income generated. Income can to be paid out to you with distribution shares or reinvested with capitalisation shares and you’ll indicate your choices on the application form.

  • Apply online

    Complete the online application form on our website, or if you are an existing customer you can apply using our pre-filled forms in Internet Banking. Please note this is not available for joint applications.

  • Send money for your investment

    Transfer the amount you want to invest online. Make sure your payment is sent from the same nominated bank account you put on your application form.

  • We’ll invest your money

    Once we’ve received your cleared funds and application form we’ll invest your money. Applications and funds received before 10am will be dealt on the same day and priced at the next available valuation point - the Triodos Impact Investment Funds value every business day in the morning before European markets open.  Funds cleared after this time are placed at the next business day's dealing cut-off.

  • We’ll set up your account

    Shortly after your deal has been placed, we’ll send you a contract note (confirming the price and date of your order) and our cancellation policy should you change your mind. If you are a new customer, we’ll also send your Internet Banking username to you by email and your password by post for security reasons.

    Once logged in, you can track the value of your investments and place new investments or top up in Internet Banking.