Frequently asked questions

Investment management refers to the handling of financial assets and other investments by professionals such as AXA IM for clients.

Clients of investment managers can be either individual or institutional investors.

Investment management includes creating strategies and executing trades within a financial portfolio.

AXA IM does not give financial advice.

You can search for a financial adviser here.

If you do not want to use a financial adviser, you can find free, impartial information on the government backed site MoneyHelper.

You can search for a financial adviser here.

You can find a financial adviser here. You can also find free, impartial information on the government backed site MoneyHelper.

Investing by post

Application forms can all be found here.
Please send a completed application form along with a personal cheque (made payable to AXA IM UK) to the following address:

AXA Investments Managers UK Limited
PO Box 10908
Chelmsford
CM99 2UT
UK

Or send the form to your financial adviser.
You must also send the appropriate payment and identity information with your application (please see section 3,4 of the Terms and Conditions for more information)

Investing by telephone

You can invest or top up your current investment (depending on certain conditions) by phoning our Customer Services Team on 0345 777 5511 from the UK or 0044 1268 448 667 from overseas. Our lines are open from 9:00am-5:30pm Monday to Friday.

Investments can be funded either by direct debit or via a payment made within four working days.

Offshore funds

AXA IM also has a range of offshore funds available to investors. To find out more about these funds and how to invest, you will need to call the relevant agents for the fund range you want to invest in.

Other options to invest

Alternatively, you may wish to consider the use of an investment platform. There are many investment platforms or fund supermarket providers to consider. Boring Money provide a useful evaluation of investment platforms ISAs & Investment Accounts - Check out our favourite products | Boring Money

Please refer to page 6 of the Supplementary Information Document, which can be found here.

Application forms and other important documents can be found here

Please refer to page 3 of the Supplementary Information Document, which can be found here.

You can either send us a cheque for written instructions or if you are investing with us by phone, you can pay by bank transfer.

When investing by written instruction, information is provided on the application form on how to send us a cheque.

For investment by phone instruction, you will be provided with information on the phone.

Before making a commitment to invest your money with us, please download and read the relevant key investor information (KIID) documents available on our fund centre.

You can also invest by contacting an independent financial adviser. If you do not have a financial adviser, you can find one here.

AXA IM has a range of funds available to you as an individual investor.

To view all fund details, including Key Investor Information Documents (KIID), share classes, fund charges and interim/annual reports, please visit our fund centre.

Please remember we do not give financial advice.

You can view an up-to-date valuation of your investment online. If you don’t have access to the portal, you can register quickly and safely via the portal AXA IM Investing (axa-im-investing.co.uk)

If you would like any assistance when registering for the portal or if you need any further information, please call a member of our team on 0345 777 5511 from the UK or 0044 1268 448 667 from overseas. Our lines are open from 9:00am-5:30pm Monday to Friday. You can email us at axa-im@uk.dstsystems.com or you may write to us at:

AXA Investment Managers Limited
PO Box 10908
Chelmsford
CM99 2UT
UK

Please refer to page 7 of the Supplementary Information Document, which can be found here.

Please refer to page 7 of the Supplementary Information Document, which can be found here.

Please refer to page 9 of the Supplementary Information Document, which can be found here.

Please refer to page 9 of the Supplementary Information Document, which can be found here.

If you hold an AXA Insurance policy, please visit https://www.axa.co.uk/contact-us/

We are here to help you during this difficult time. Please call us if you need our help on 0345 777 5511 from the UK or 0044 1268 448 667 from overseas. Our lines are open from 9:00am-5:30pm Monday to Friday. You can also email us at axa-im@uk.dstsystems.com

You will need to notify us of the death in writing, to:

AXA Investment Managers Limited
PO Box 10908
Chelmsford
CM99 2UT
UK

We recommend you use registered mail when sending the necessary documentation. Please provide the following: 

• An original death certificate for the client. Please be aware that multiple death certificates are issued when a person dies for this purpose.
• The deceased’s home address at time of death and their National Insurance number (if known or other Tax Identification Number if overseas)
• The AXA IM account number (this can be found on any paperwork for the account)
• Your name, address, contact phone number and your date of birth
• Your relationship to the deceased

If you do not have all the information, please send us as much information as you are able to.

Within 24 hours of receipt, any original documentation you provide will be copied for our records and returned to you using the Royal Mail Signed For service.

Death certificates can be ordered using the government website: www.gov.uk/general-register-office

Once you have registered the death with us (see previous question), we will:

Write to you with a valuation of the account and information on what you need to do next.

Where applicable, any monthly investments to the account paid by Direct Debit will be stopped.

If you move address, you can update your details by:

Phoning us on 0345 777 5511 from the UK or 0044 1268 448 667 from overseas. Our lines are open from 9:00am-5:30pm Monday to Friday.

Write to us at:

AXA Investment Managers Limited, 
PO Box 10908, 
Chelmsford, 
CM99 2UT, 
UK 

Please provide your name, date of birth, previous address, new address, phone number, email address and National Insurance number.

Requesting a Change of Address Form from us by phoning 0345 777 5511 from the UK or 0044 1268 448 667 from overseas. Our lines are open from 9:00am-5:30pm Monday to Friday.

You will need to notify us in writing, to:

AXA Investment Managers Limited
PO Box 10908
Chelmsford
CM99 2UT
UK

Please provide the following:

• Your previous full name
• Your new full name
• Your AXA IM account number (this can be found on any paperwork for your account)
• Your address
• Your contact phone number and email address
• Your National Insurance number (or other Tax Identification Number if overseas)
• Your date of birth
• Original legal documentation showing your change of name, for example, a marriage certificate or adoption certificate

Within 24 hours of receipt, any original documentation you provide will be copied for our records and returned to you using the Royal Mail Signed For service.

Please refer to page 7 of the Supplementary Information Document, which can be found here.

If you hold an AXA Insurance policy such as car, home or health insurance, please visit Contact us | AXA UK