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Help & Resources

Find quick answers, useful guides, and helpful tools in one place.

Our Help and Resouces page is designed as a central hub for you to find information you need. Whether you’re looking for guidance on how to invest, support with managing your accounts, information on how we can help after a bereavement, clear explanations of key investment concepts, or quick answers to common questions, this page brings everything together in one easy place. Explore the sections to access practical tools, helpful insights and step by step support.

If you can’t find what you are looking for, please contact us by clicking here.
 
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Application Forms

On this page, you will find all of our application forms in one location.
View application forms
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Bereavement

Coping with the loss of a loved one is never easy, and managing financial matters during such a difficult time can feel overwhelming. On this page you will find guidance on what to do following a bereavement if your loved one held a Liontrust investment. 

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Costs and Charges

There are a number of costs associated with investment funds. This page explains the different charges, what they mean and where to find them so investors can make informed decisions.
Explore costs and charges
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Frequently Asked Questions

Our FAQ section answers the most common questions we have been asked by investors. From finding fund performance and portfolio details to charges and dividend payments. Explore the FAQs to find answers to questions that have been asked by other investors.

Explore our FAQs
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How to Invest

There are several ways to invest in Liontrust Funds. This page outlines the different options available, whether that’s through an investment platform, a financial adviser, or directly via our online service.
Visit how to invest
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Junior ISA

The Liontrust Junior Stocks & Shares ISA (JISA) is a tax-efficient way to invest in our funds. This page explains what is the JISA, how to open one, and provides all the necessary documentation to get started.
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Learning

This section provides clear explainers of and a guide to markets and managing your investments through both articles and videos. Most written pieces are offered in short, medium, and long formats so you can choose the level of detail that suits your knowledge.

Learn with us
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My Liontrust

My Liontrust is our online service that enables you to manage your investments. You can use My Liontrust to make investments in our funds, access information on your investments, personal details, past transactions and make changes to your existing holdings.

My Liontrust
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Stocks and Shares ISA

The Liontrust Stocks and Shares ISA offers a tax-efficient way to invest in our fund ranges. This page explains what is the Liontrust ISA, how to open one, and provides all the necessary documentation to get started.
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