Tilney is an award-winning financial planning and investment company that builds on a heritage of more than 180 years. Our clients include private individuals, families, charities and professionals, and we look after more than £20 billion on their behalf.

We employ more than 1,000 staff and through our extensive network of offices are proud that we can provide expert advice in person wherever a client lives in the UK.

All of our services are underpinned by a disciplined, rigorous investment process and we employ amongst the most experienced and qualified professionals.

The foundation for Tilney's success is our focus on providing a high-quality, personal service to each of our clients, and our growth stems from the recommendations of Tilney’s service that our clients make to others.

At Tilney, your personal wealth is our personal responsibility.

Key Investor Information Document

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IFSL Tilney Bestinvest Advanced Passive: Aggressive Growth Portfolio Clean Acc IFSL Tilney Bestinvest Advanced Passive: Aggressive Growth Portfolio Hedged EUR Acc IFSL Tilney Bestinvest Advanced Passive: Aggressive Growth Portfolio Retail A Acc IFSL Tilney Bestinvest Advanced Passive: Aggressive Growth Portfolio Retail B Acc IFSL Tilney Bestinvest Advanced Passive: Balanced Portfolio Clean Acc IFSL Tilney Bestinvest Advanced Passive: Balanced Portfolio Hedged EUR Acc IFSL Tilney Bestinvest Advanced Passive: Balanced Portfolio Hedged USD Acc IFSL Tilney Bestinvest Advanced Passive: Balanced Portfolio Retail A Acc IFSL Tilney Bestinvest Advanced Passive: Balanced Portfolio Retail B Acc IFSL Tilney Bestinvest Advanced Passive: Cautious Portfolio Clean Acc IFSL Tilney Bestinvest Advanced Passive: Cautious Portfolio Clean Inc IFSL Tilney Bestinvest Advanced Passive: Cautious Portfolio Hedged EUR Acc IFSL Tilney Bestinvest Advanced Passive: Cautious Portfolio Hedged USD Acc IFSL Tilney Bestinvest Advanced Passive: Cautious Portfolio Retail A Acc IFSL Tilney Bestinvest Advanced Passive: Cautious Portfolio Retail B Acc IFSL Tilney Bestinvest Advanced Passive: Growth Portfolio Clean Acc IFSL Tilney Bestinvest Advanced Passive: Growth Portfolio Hedged EUR Acc IFSL Tilney Bestinvest Advanced Passive: Growth Portfolio Hedged USD Acc IFSL Tilney Bestinvest Advanced Passive: Growth Portfolio Retail A Acc IFSL Tilney Bestinvest Advanced Passive: Growth Portfolio Retail Acc IFSL Tilney Bestinvest Advanced Passive: Growth Portfolio Retail B Acc IFSL Tilney Bestinvest Advanced Passive: Income Portfolio Clean Acc IFSL Tilney Bestinvest Advanced Passive: Income Portfolio Clean Inc IFSL Tilney Bestinvest Advanced Passive: Income Portfolio Hedged CHF Acc IFSL Tilney Bestinvest Advanced Passive: Income Portfolio Hedged EUR Acc IFSL Tilney Bestinvest Advanced Passive: Income Portfolio Hedged USD Acc IFSL Tilney Bestinvest Advanced Passive: Income Portfolio Retail A Acc IFSL Tilney Bestinvest Advanced Passive: Income Portfolio Retail B Acc IFSL Tilney Bestinvest Global Aggressive Growth Portfolio A USD Acc IFSL Tilney Bestinvest Global Aggressive Growth Portfolio B USD Acc IFSL Tilney Bestinvest Global Aggressive Growth Portfolio Hedged CHF Acc IFSL Tilney Bestinvest Global Aggressive Growth Portfolio Hedged Clean Acc IFSL Tilney Bestinvest Global Aggressive Growth Portfolio Hedged EUR Acc IFSL Tilney Bestinvest Global Aggressive Growth Portfolio Hedged Retail Acc IFSL Tilney Bestinvest Global Aggressive Growth Portfolio USD Acc IFSL Tilney Bestinvest Global Defensive Portfolio A USD Acc IFSL Tilney Bestinvest Global Defensive Portfolio B USD Acc IFSL Tilney Bestinvest Global Defensive Portfolio Hedged CHF Acc IFSL Tilney Bestinvest Global Defensive Portfolio Hedged Clean Acc IFSL Tilney Bestinvest Global Defensive Portfolio Hedged EUR Acc IFSL Tilney Bestinvest Global Defensive Portfolio Hedged Retail Acc IFSL Tilney Bestinvest Global Defensive Portfolio USD Acc IFSL Tilney Bestinvest Global Growth Portfolio A USD Acc IFSL Tilney Bestinvest Global Growth Portfolio B USD Acc IFSL Tilney Bestinvest Global Growth Portfolio Hedged CHF Acc IFSL Tilney Bestinvest Global Growth Portfolio Hedged Clean Acc IFSL Tilney Bestinvest Global Growth Portfolio Hedged EUR Acc IFSL Tilney Bestinvest Global Growth Portfolio Hedged Retail Acc IFSL Tilney Bestinvest Global Growth Portfolio USD Acc IFSL Tilney Bestinvest Global Income & Growth Portfolio A USD Acc IFSL Tilney Bestinvest Global Income & Growth Portfolio B USD Acc IFSL Tilney Bestinvest Global Income & Growth Portfolio Hedged CHF Acc IFSL Tilney Bestinvest Global Income & Growth Portfolio Hedged Clean Acc IFSL Tilney Bestinvest Global Income & Growth Portfolio Hedged EUR Acc IFSL Tilney Bestinvest Global Income & Growth Portfolio Hedged Retail Acc IFSL Tilney Bestinvest Global Income & Growth Portfolio USD Acc IFSL Tilney Bestinvest Global Income Portfolio A USD Acc IFSL Tilney Bestinvest Global Income Portfolio B USD Acc IFSL Tilney Bestinvest Global Income Portfolio Hedged CHF Acc IFSL Tilney Bestinvest Global Income Portfolio Hedged Clean Acc IFSL Tilney Bestinvest Global Income Portfolio Hedged Clean Inc IFSL Tilney Bestinvest Global Income Portfolio Hedged EUR Acc IFSL Tilney Bestinvest Global Income Portfolio Hedged Retail Acc IFSL Tilney Bestinvest Global Income Portfolio Hedged Retail Inc IFSL Tilney Bestinvest Global Income Portfolio USD Acc

Application Forms

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IFSL Tilney Bestinvest Advanced Passive: Aggressive Growth Portfolio IFSL Tilney Bestinvest Advanced Passive: Balanced Portfolio IFSL Tilney Bestinvest Advanced Passive: Cautious Portfolio IFSL Tilney Bestinvest Advanced Passive: Growth Portfolio IFSL Tilney Bestinvest Advanced Passive: Income Portfolio IFSL Tilney Bestinvest Global Aggressive Growth Portfolio IFSL Tilney Bestinvest Global Defensive Portfolio IFSL Tilney Bestinvest Global Growth Portfolio IFSL Tilney Bestinvest Global Income Portfolio IFSL Tilney Bestinvest Global Income & Growth Portfolio IFSL Tilney Bestinvest Advanced Passive: Aggressive Growth Portfolio IFSL Tilney Bestinvest Advanced Passive: Balanced Portfolio IFSL Tilney Bestinvest Advanced Passive: Cautious Portfolio IFSL Tilney Bestinvest Advanced Passive: Growth Portfolio IFSL Tilney Bestinvest Advanced Passive: Income Portfolio IFSL Tilney Bestinvest Global Aggressive Growth Portfolio IFSL Tilney Bestinvest Global Defensive Portfolio IFSL Tilney Bestinvest Global Growth Portfolio IFSL Tilney Bestinvest Global Income Portfolio IFSL Tilney Bestinvest Global Income & Growth Portfolio IFSL Tilney Bestinvest Advanced Passive: Aggressive Growth Portfolio IFSL Tilney Bestinvest Advanced Passive: Balanced Portfolio IFSL Tilney Bestinvest Advanced Passive: Cautious Portfolio IFSL Tilney Bestinvest Advanced Passive: Growth Portfolio IFSL Tilney Bestinvest Advanced Passive: Income Portfolio IFSL Tilney Bestinvest Global Aggressive Growth Portfolio IFSL Tilney Bestinvest Global Defensive Portfolio IFSL Tilney Bestinvest Global Growth Portfolio IFSL Tilney Bestinvest Global Income Portfolio IFSL Tilney Bestinvest Global Income & Growth Portfolio IFSL Tilney Bestinvest Advanced Passive: Aggressive Growth Portfolio IFSL Tilney Bestinvest Advanced Passive: Balanced Portfolio IFSL Tilney Bestinvest Advanced Passive: Cautious Portfolio IFSL Tilney Bestinvest Advanced Passive: Growth Portfolio IFSL Tilney Bestinvest Advanced Passive: Income Portfolio IFSL Tilney Bestinvest Global Aggressive Growth Portfolio IFSL Tilney Bestinvest Global Defensive Portfolio IFSL Tilney Bestinvest Global Growth Portfolio IFSL Tilney Bestinvest Global Income Portfolio IFSL Tilney Bestinvest Global Income & Growth Portfolio

Tax Residency Self-certification

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IFSL Tilney Bestinvest Advanced Passive: Aggressive Growth Portfolio IFSL Tilney Bestinvest Advanced Passive: Balanced Portfolio IFSL Tilney Bestinvest Advanced Passive: Cautious Portfolio IFSL Tilney Bestinvest Advanced Passive: Growth Portfolio IFSL Tilney Bestinvest Advanced Passive: Income Portfolio IFSL Tilney Bestinvest Global Aggressive Growth Portfolio IFSL Tilney Bestinvest Global Defensive Portfolio IFSL Tilney Bestinvest Global Growth Portfolio IFSL Tilney Bestinvest Global Income Portfolio IFSL Tilney Bestinvest Global Income & Growth Portfolio IFSL Tilney Bestinvest Advanced Passive: Aggressive Growth Portfolio IFSL Tilney Bestinvest Advanced Passive: Balanced Portfolio IFSL Tilney Bestinvest Advanced Passive: Cautious Portfolio IFSL Tilney Bestinvest Advanced Passive: Growth Portfolio IFSL Tilney Bestinvest Advanced Passive: Income Portfolio IFSL Tilney Bestinvest Global Aggressive Growth Portfolio IFSL Tilney Bestinvest Global Defensive Portfolio IFSL Tilney Bestinvest Global Growth Portfolio IFSL Tilney Bestinvest Global Income Portfolio IFSL Tilney Bestinvest Global Income & Growth Portfolio IFSL Tilney Bestinvest Advanced Passive: Aggressive Growth Portfolio IFSL Tilney Bestinvest Advanced Passive: Balanced Portfolio IFSL Tilney Bestinvest Advanced Passive: Cautious Portfolio IFSL Tilney Bestinvest Advanced Passive: Growth Portfolio IFSL Tilney Bestinvest Advanced Passive: Income Portfolio IFSL Tilney Bestinvest Global Aggressive Growth Portfolio IFSL Tilney Bestinvest Global Defensive Portfolio IFSL Tilney Bestinvest Global Growth Portfolio IFSL Tilney Bestinvest Global Income Portfolio IFSL Tilney Bestinvest Global Income & Growth Portfolio