September 2021 Doing Business with Fidelity

Doing Business with FidelityTerms and conditions 2021 This document is designed to give you all the important information you need to help you decide whether our ISAs, the Fidelity SIPP and the Fidelity Investment Account are right for you. It s quite detailed and covers the Key Features of the accounts and investments we offer, the risks involved and the charges you can expect to pay. We also let you know how you can manage your money over time and how you can sell your investments or take benefits from your SIPP when the time comes. This document must be read in conjunction with the fund information specific to your chosen Fidelity AND OUR goalTo make investing easy for you. We do this in lots of different ways: Keeping things simple we communicate with you in a friendly and straightforward way and avoid using jargon wherever possible Offering extensive choice you can choose from a huge selection of different investments and we can help you make your selection if you need it Open and transparent charging you ll pay one clear price for our services and the charges for

the money purchase annual allowance and to usually wait until you are at least age 55 before taking your benefits , however, the Government is proposing to increase this to 57 from 6th April 2028. To regularly review your account to check it is meeting your needs both

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