FundRock

The Coverall form is to be completed and signed by two authorised signatories.

Please send the completed form and return this to the relevant FundRock address.

FundRock Files

Fundrock Unit Holder Coverall Form

Client Level Coverall (aka ANY Designated Account):

Applies to all of your accounts under a particular client ID.
The Management Companies that offer this agreement are:

Aberdeen Standard Investments	Fundrock	Ninety One
Allianz	Fundsmith	Quilter Investors
Artemis	Invesco	Royal London
Architas	Aviva	SVM
AXA IM	JP Morgan	Janus Henderson
BMO	Jupiter
Columbia Threadneedle	M&G	Thesis
Dimensional	Natixis

Unitholder Level Coverall (aka Designated Accounts):

This will only apply to the accounts listed on the form. Each Management Company has different requirements for setting up a Coverall agreement.

Please select a Fund Group below

Please choose from the following. drop-down list to see the details for each Fund Group.