Invest with Vanguard

Information and forms for individual investors

Investment in one or more units or shares of any UCITS is not exempt from risk. Before any investment, we recommend that you read the relevant prospectus, especially its section on risks, and either the latest (1) Key Investor Information Document (“KIID”) (for investors residing in the United Kingdom, Channel Islands, Isle of Man) OR (2) Key Information Document (“KID”) (for investors residing in Austria, Belgium, Finland, France, Germany, Iceland, Liechtenstein, Luxembourg, Netherlands, Portugal, Spain, Sweden, Switzerland).

Tax treatment depends on the individual circumstances of each investor and may be subject to change. We recommend that you consult your own professional advisors on the implications of making an investment in, and holding or disposing units or shares of any UCITS and the receipt of distributions with respect to such units or shares under the law of the countries in which you are liable to taxation.

 

Investment in to Vanguards Irish domiciled mutual funds can only be accepted from individuals resident in the following countries: Austria, Finland, France, Germany, Guernsey, Iceland, Isle of Man, Jersey, Liechtenstein, Luxembourg, Netherlands, Portugal, Spain, Sweden, Switzerland, and the United Kingdom. All investments are also subject to a minimum investment of €1m minimum per holding (or currency equivalent).

If you are resident in one of the countries listed above or wishing to invest outside of Vanguards digital services please complete the subscription agreement linked below and return it by post or fax to our agent at the address below. Please check that any specific fund information and reporting is sufficient for your requirements.

Brown Brothers Harriman Fund Administration Services (Ireland) Limited
30 Herbert Street
Dublin 2
D02 W329
Ireland

Telephone: 00353 1241 7144
Fax: 00353 12417146
Email: vanguard.TA@BBH.com

 

Where the funds are registered for sale to EU investors, additional guidance is available here on investor rights, how to invest and how to complain in English, German, French, Spanish, Dutch, Italian, Finnish, Danish, Portuguese and Swedish.

If you are a UK resident, the easiest way to invest in Vanguard funds as an individual is via Vanguard's digital investing service. This platform provides access to Vanguard funds and ETFs (GBP share classes only) via ISA, Junior ISA, SIPP and General Account options, with aggregated reporting and other investor services. Invest from £500 as a lump sum or £100 per month under a regular savings plan. Please note an annual account fee of 0.15% p.a. is payable on the first £250,000 invested. See the website for more details.

If you are resident in the United Kingdom and wish to invest outside of Vanguards digital services (as detailed above) please complete the subscription agreement linked above and return it by post or fax to our agent at the address below. Please check that any specific fund information and reporting is sufficient for your requirements.

Vanguard Investments UK Limited

30 Herbert Street

PO Box 10315

Chelmsford

CM99 2AT

If you are a Belgium resident wishing to invest in Vanguard funds, contact CACEIS Belgium SA, Avenue du Port 86C b 320, B-1000 Brussels. 

Please note Vanguard Funds plc products are only available via CAECIS or you should approach your bank or a broker, trading platform or other intermediary and Vanguard Investment Series plc products are not registered for sale in Belgium.

If you are a German resident wishing to invest in Vanguard funds, contact kundenservice@vanguard.com or call 030 311 964 65. Further information can also be found at https://www.de.vanguard/de.

If you are resident in Germany and wish to invest outside of Vanguards digital services (as detailed above) please complete the subscription agreement linked above and return it by post or fax to our agent at the address below.  Please check that any specific fund information and reporting is sufficient for your requirements.

Brown Brothers Harriman Fund Administration Services (Ireland) Limited
30 Herbert Street
Dublin 2
D02 W329
Ireland

Telephone: 00353 1241 7144
Fax: 00353 12417146
Email: vanguard.TA@BBH.com