Blue Planet investment management

 FREQUENTLY ASKED QUESTIONS

Look to the left of this page for the information people most frequently request from us, particularly concerning shareholder and Savings Plan information.  

 If you need to change or check any details about a shareholding, please  email ssd@capitaregistrars.com - Capita Registrars - as Blue Planet Investment Advisers Ltd does not hold individual details. 

For the Investment Manager's FAQ section, please refer to the Investment Manager's website, www.blueplanet.eu.

However, If you can not find what you are looking for, please fill out the  email enquiry form here.

Return to FAQs Categories

  How Can I Invest in the Investment Trusts?
How do i invest directly in the Trusts
How can i invest through a self select ISA?
Does Blue Planet Investment Advisers Ltd have a savings plan?
How do i invest directly in the Trusts

Blue Planet Investment Advisers Ltd is not authorised to buy or sell shares on behalf of private individuals. In order to purchase or sell shares, individuals should consider contacting a stockbroker. Alternatively, Blue Planet has arranged a dealing service for individuals who wish to purchase or sell shares in the Blue Planet Investment Trusts. This service is provided by Stocktrade, a stockbroker regulated by the Financial Services Authority. This dealing service is available within the normal market (UK) hours of 8.00am - 4.30pm.  To sell or purchase shares, you may wish to phone +44 (0) 131 240 0150.
 
Blue Planet Investment Advisers Ltd makes no recommendation as to the suitability of this dealing service for individuals.  If you require independent advice on aspects of these services, you should consider contacting a suitably qualified IFA.

Blue Planet Investment Advisers Ltd are not authorised to make any financial recommendations or provide any investment or other advice.

 

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How can i invest through a self select ISA?

The Blue Planet investment trusts are eligible to be held within an Individual Savings Account (ISA) wrapper.  Self Select ISA wrapper products are widely available from mainstream service providers such as execution only brokers and through some high street banks.  

A Self Select ISA is by far the most cost effective and flexible solution for investors who wish to maintain a basket of securities in an ISA environment (for an independent list of providers – Click here). 
 
Blue Planet Investment Advisers Ltd is not authorised to give advice, execute share transactions on behalf of retail clients, or to make investment recommendations.
 
(May 2008)

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Does Blue Planet Investment Advisers Ltd have a savings plan?

Yes. The Blue Planet Savings Plan offers a simple, flexible and cost efficient manner of investing in the Investment Trusts.

This service allows persons to invest commission free in any of the investment trusts. There are options for lump sum investment, gift applications, regular savings and dividend re-investment.

To become a saving plan member, follow our simple 3 step process. Learn more by clicking on the following link or contact Blue Planet Investment Advisers Ltd on +44 (0)131 466 6666 for a Blue Planet Savings Pack.

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