As for Child Trust Funds, Junior ISAs: If you have a complaint, please contact us by phone, email or letter using the following details: You can transfer an ISA in cash to another ISA in cash with another provider. You can do the same with ISA actions and ACTIONS. If you purchased your investment through the online trading establishment on our website, you can also file a complaint through the European Commission`s online dispute resolution portal at ec.europa.eu/consumers/odr/main/?event=main.home.show Financial Ombudsman South Quay Plaza 183 Marsh Wall London E14 9SR Yes. If you saved money from a previous tax year in an ISA, you can transfer some or all of that ISA`s money to the Fundsmith Equity Fund ISA without affecting your annual ISA investment allocation. Please click here to open the corresponding application form. If you have a complaint, we will do our best to resolve the issue as quickly as possible. We will carefully review your complaint, conduct an impartial investigation and commit to treating you fairly and with common sense. Use drop-down files, select the amount or percentage you want to change, and then tap “Continue.” Please note that this is a non-ISA account, then an ISA purchase, so it is subject to market fluctuations! Fundsmite Equity Fund – Summary Claims Processing If it will take longer to resolve your complaint, we will provide you with a confirmation letter within 5 business days of receiving your complaint. We will keep you informed of progress and ask you to provide more information to help us investigate the complaint. We try to resolve all complaints within 8 weeks, but if that is not possible, we will write to you to explain the delay and if we expect the investigation to be completed. Once our investigation is complete, we will send you a final letter of resolution. It presents our assessment of the complaint and our response, including corrective action or the offer of redress, if appropriate. We will also provide you with information about your rights to refer the matter to the Financial Ombudsman Service if you remain dissatisfied.

Where possible, we will attempt to investigate the complaint and resolve it immediately. If the complaint is resolved within 3 business days of receipt, we will send you an opinion on a summary resolution explaining how the complaint was resolved and information about your rights to refer the matter to the financial ombudsman if you remain unhappy. Part of our role as an investment manager is to work with equity firms to convince us that they are acting in the best interests of shareholders.