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	Invesco	Royal London
Allianz	Aviva	SVM
Artemis	J P Morgan	Janus Henderson
AXA IM	Jupiter	Thesis
BMO	Liontrust	T Rowe Price
Columbia Threadneedle	M&G
Dimensional	Natixis
Fundrock	Ninety One
Fundsmith	Quilter Investors

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.