Welcome to Newton

Please see below a step-by-step guide to opening and maintaining your account.

If you have any queries or require any further information please contact us using the contact details at the bottom of this page.

Fund prices

View prices

Fund performance

View performance

Strategy literature

Find out more

A straightforward process

Step 1
Select a fund

Fund selection

View the information available on the BNY website to select a fund that meets your requirements.

View fund range

Please view the BNY Mellon Investment Fund Prospectus before investing.

Step 2
Complete the application

Application form

Complete the following application form and ensure it is signed in original form by the authorised signatories.

Application form for institutional investors

If you require an investment in the Newton X share class of your chosen funds, please contact pfcs@bny.com.

Please note that while Newton manages the underlying assets (other than in the BNY Mellon Long-Term Global Equity Fund and the BNY Mellon US Opportunities Fund), the funds are operated and administered by BNY Mellon Fund Managers. Therefore Newton Investment Management Ltd (‘Newton’) and BNY Mellon Fund Managers Ltd. (‘BNY’) will be responsible for different elements of the client relationship. In practical terms, this means that you should think of Newton as providing you with support on investment-related matters, while BNY will be responsible for administering your holdings in the underlying funds, placing trades and maintaining the necessary records to operate your account.

Step 3
Provide your PSTR number

PSTR number

In addition to your completed application form, please provide a copy of the scheme’s HMRC approval letter/acknowledgement of registration, which should include the relevant pension scheme tax reference (PSTR) number.

Please see the gov.uk website for information on how to obtain your PSTR number:

https://www.gov.uk/guidance/using-the-pension-schemes-online-service

Step 4
Complete a renunciation form

Disinvestment/renunciation form:

This allows you to disinvest on the strength of a faxed instruction signed in accordance with the client’s authorised signature mandate. Without this agreement in place, you will be required to send the original signed paperwork before any redemption proceeds are released.

UK standard coverall renunciation form

Step 5
Submit your documentation

Submit your documentation

Please send all completed documentation to:

BNY Mellon Fund Managers Limited
Client Service Centre
PO Box 366
Darlington
DL1 9RF

Any photocopy documentation supplied must be certified as a true copy of the original. This certification must be completed in original ink, as uncertificated photocopies will be returned.

Step 6
Manage your account

How to deal document:
Dealing information pack

Step 7
Monitor your account

Request access to Newton Portal

Newton Portal is our secure online service which provides you with direct access to investment information.

Application form for Newton Portal

Please send the completed Newton Portal application form to:

Newton Pooled Fund Client Services
160 Queen Victoria Street
London
EC4V 4LA

Refer to the section below for more details on Newton Portal.

Newton Portal

Newton Portal is our secure online service which provides you with direct access to a range of client-specific information, including a view of underlying portfolio holdings for all the funds that you are invested in, and quarterly reporting.

Newton Portal user guide

Read the guide

Once invested, apply for Newton Portal access

Application form

Important information

How is client data used by Newton?
In line with continuing developments in the use of technology generally, like many companies we make use of third party maintained systems and technology to support our client relationship management and any related reporting. As a result, except where local regulations prohibit it, the data held in relation to client account(s) and related contact details may be placed into and stored on the systems of these third-party suppliers, which may be based outside of the EEA. Where data is transferred outside of the BNY  Group, appropriate steps are taken to ensure that an adequate level of protection is provided to the data. Newton does not share information about clients account(s) outside of the BNY Group for marketing purposes.

What internal controls are in place at Newton?
The latest Newton Investment Management ISAE 3402 report is available on request. Please contact your Newton client service executive should a copy be required.

Terms and conditions for investment
For the BNY Mellon Investment Funds, all terms and conditions are governed by the BNY Mellon Investment Funds ICVC Prospectus which can be found in the BNY funds centre.

Contact details

Pooled fund client operations

+44 34 4892 2715

Postal address

BNY Mellon Fund Managers Limited
Client Service Centre
PO Box 366
Darlington
DL1 9RF