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Phoenix Unit Trust Managers

Application requirements

NOTE: This guidance is for Distributor clients only. In the avoidance of doubt, these guides should not be used and clients should revert to the Man Co websites.

Bank Details

Administration address:

Phoenix Unit Trust Managers Ltd
PO BOX 12297
Chelmsford
CM99 2EN

Courier address:

Phoenix Unit Trust Managers Ltd
DST
Adams House
2 Springfield Lyons Approach
Chelmsford
Essex
CM2 5LG 

Client Money Model

Delivery versus Payment - applications required for new client account names

Decimal places

Scottish Mutual Funds 3/Bothwell funds 2

Automated Dealing

EMX | Calastone