Personal Business Home Log in Search Menu Key Information Documents (KIDs) Find all the details you need on our investment products What are KIDs? Like other financial providers, Wesleyan is required to produce Key Information Documents (KIDs) for each investment product we have offered for sale since 1st January 2018. Each KID is unique to the product and the funds it's invested in. It provides the key information you need to know and understand before investing. It's not marketing material. It's designed to help you understand the nature, risks, costs and potential gains and losses of the product, and to help you compare it with others. Which KID do you need to read? The right Key Information Document for you depends on things like: Which product and funds you want to invest in How you plan to invest Whether or not you’re opted into the Ongoing Advice Service*. To find your document, start by selecting your product from the options below. Find your Key Information Document… Capital Investment Bond Flexible Savings Plan With Profits ISA Opted into Ongoing Advice Service The documents below are right for you if you’re opted into the OAS (or plan to opt in when you take out the product). No regular income Regular income Opted out of Ongoing Advice Service Use the documents below if you’re not opted into the OAS (or don’t plan to opt in when you take out the product): No regular income Regular income Not sure which Key Information Document applies to you? Just contact our Customer Relationship Centre on 0800 058 2965. * What is the Ongoing Advice Service (OAS) Opting in for the Ongoing Advice Service (OAS) service means your Financial Consultant will provide pro-active advice and guidance on any relevant changes to taxation, regulations or your professional entitlement, to ensure the products you hold remain right for you. If you opt into our Ongoing Advice Service, you will pay a fee called the Ongoing Advice Charge. This will be applied to all Wesleyan investment and pension products (excluding annuities) you hold with us. Back to top Products & services Financial advice Savings & investments Pensions & retirement Protection Mortgages Insurance Business For your profession Dentists Doctors Teachers Useful information About us News Insights Students Wesleyan Bank Practice Plan DPAS Medenta Financial advice that's all about you Wesleyan Financial Services Consultants help doctors, dentists and teachers achieve their goals through specialist financial advice. Book an appointment Contact us Careers Sitemap Privacy Legal Security Accessibility Modern Slavery Act Cookies 'WESLEYAN' is a trading name of the Wesleyan Group of companies. Wesleyan Assurance Society and Wesleyan Bank Ltd are authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority. Wesleyan Financial Services Ltd, Wesleyan Unit Trust Managers Ltd, Practice Plan Ltd and DPAS Ltd are authorised and regulated by the Financial Conduct Authority. Advice about investments, insurance and mortgages is provided by Wesleyan Financial Services Ltd. Read more information about the Wesleyan group of companies. © 2021 Wesleyan Assurance Society. All rights reserved, for UK use only.