Transactions & account forms OEIC | Capital Group
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Transactions & account forms - OEIC

Most of our intermediary clients prefer to access Capital Group funds through fund platforms. If you would prefer to set up a direct distribution agreement, we recommend contacting our Financial Intermediary Team for assistance on: 0207 864 5500.

Investors seeking a direct distribution agreement must open an account with our funds prior to first investing. Account Opening Forms must be used for this purpose and are available from our Financial Intermediary Team on: 0207 864 5500 or via Client_Operations@capgroup.com

An Account Opening Form is valid only when accompanied by a complete set of appropriate investor identification documents.

The Transaction Request form, Account Maintenance form and Operating Memorandum are available for download below.

Transaction Request Form

Account Maintenance Form

Standard Operating Memorandum