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Existing customers

Key customer documents

Personal Portfolio Funds

Get into the detail on the Personal Portfolio Funds with these documents, available to download and learn more about our funds.

Investment Funds

Get into the detail on the Investment Funds with these documents, available to download and learn more about our funds.

Junior ISA

The NatWest Junior ISA - Personal Portfolio Balanced Fund was withdrawn from sale in 2019.

Child Trust Fund

Child Trust Funds were available for every child born on or after the 1st of September 2002 until the 2nd of January 2011.

Adult ISA

The NatWest Adult ISA - Personal Portfolio Balanced Fund was withdrawn from sale in 2019.

RBS Collective Investment Funds Ltd policies

Royal Bank of Scotland Collective Investment Funds Limited is required to make available to customers policies that are contained within the fund prospectuses, which cover specific aspects of how we manage the funds.

Historical Stakeholder Fund documents

Order Execution Policy

The Order Execution Policy applies to the Personal Portfolio Funds, Investment Funds, Coutts Multi-Asset Funds, Stakeholder Fund and Discretionary Portfolio Investment Service.

Learn more about investments

Whether you’re an experienced investor or just finding out what investing is, we’ve got a range of articles to help you understand more about investing.

We regularly update our articles depending on what’s happening in the market so check back for future updates.

Investment guides Open in new window

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