Administration 61: Mutual Fund 2020/21 Mutual Fund 2020/21 – New Members/Amendments and Leavers

As announced at the recent Bursar Briefings, the premium for teachers has reduced by 20% and support staff by 10%.

New members wishing to join the Mutual Fund 2020/21
Please complete this form: Link to Join the Mutual Fund Form
New members will be subject to a 7% joining fee, in addition to the premium for the first year.

Existing member Amendments 2020/21
Any amendments to membership level can be sent to our team up until 27th March 2020.
Please complete this form for existing member amendments: Link to Amend existing Mutual Fund Subscription Form

Members wishing to leave the Mutual Fund
If you would like to leave the Mutual Fund and do not want to renew for 2020/21, please complete the leaver form via the following link: Link to Leave the Mutual Fund Form

These adjustments must all be received by 27th March 2020 to be actioned for 2020/21

The Mutual Fund Calculator is now available for 2020/21: Link to the 2020/21 MF Calculator

Please see our Mutual Fund Webpage which provides additional guidance and an FAQs page, but should you have any further questions, please email the Mutual Fund Team.

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