Quick question on Cavendish/Fidelity ISAs

Kaliko

I'm about to put money into ISA's before the close of the tax year.

I've decided to do it through Cavendish Online, and the Fidelity Funds Network.

I just want to check that I'm doing this the right way.

I go to the Cavendish site and follow the links to buying an ISA, which then takes me to the Fidelity site, and their broker code is already filled in. Fine.

Now when it comes to the rebates, how does that work? Cavendish never asks me for my details - name address, bank details etc. I am just taken straight to Fidelity.

Am I right in assuming that Fidelity will pass on all that info to Cavendish, and that Cavensish will rebate trail commission etc. to the debit card that I use to make the ISA investment? I just want to make sure that I'm not missing anything.

Also, am I correct in thinking that all initial charges on Funds bought through Cavendish/Fidelity are waived. I know that initial charges on Fidelity funds are already waived if bought through Fidelity Funds supermarket. But am I right in thinking that any initial charges on non-Fidelity funds bought their supermarket will be rebated to me if I go through Cavendish?

Thanks in advance.

Cavendish

Hi Kaliko
The simple answer is yes on all counts.
Once you have applied online it will trigger the relevant forms to be sent to you for your bank details. The trail commission rebates will then be paid into your account on a quarterly basis.
Initial charges are all automatically zero on all funds on the platform.
If you have any other queries please call us on 08456 442544.
Regards
Cavendish Online

icstm

@Kaliko
Where did you see the Broker details?
I see it in the URL on the Cavendish link. But I do not see the code or the Cavendish name on the Fidelity website anywhere.

How did you get on?