Help for Investors
- What is Ethex?
- Our positive savings and investment products
- Do you need advice?
- Investors' FAQs
- How much should I invest positively?
- How do I build a balanced portfolio?
- How do I buy or sell on the secondary market?
- Transaction charges and pricing
- Can I invest if I live outside the UK?
- Can I invest on behalf of my children or grandchildren?
- Are there any tax benefits of positive investment?
- What is risk?
- What is AER?
- What is IRR?
- What due diligence do Ethex do on offers?
- Are my investments covered by the Financial Services Compensation Scheme (FSCS)?
- What are financial performance indicators?
- How do you measure social and environmental performance?
- Can you tell me about how a business is managed?
- How do I find out how my investment is doing?
- What is an anti-money laundering check and why do you need to see my ID?
- What’s a minimum target?
- What’s a maximum target?
- What happens if the offer or bond is oversubscribed?
- Can I cancel my investment?
- When will I receive my share/bond certificate?
- If I die what happens to my shares/bonds?
- Are you regulated by the FCA?
- Is my data private?
- What is your complaints procedure?
- Ethex IFISA FAQs
Investing basics
How much should I invest positively?
How do I build a balanced portfolio?
How can I buy or sell on the secondary market?
Transaction charges and pricing
Can I invest if I live outside the UK?
Can I invest on behalf of my children or grandchildren?
Tax, returns and risks
Are there any tax benefits of positive investment?
What is risk?
What is AER?
What is IRR?
What due diligence do Ethex do on offers?
Are my investments covered by the Financial Services Compensation Scheme (FSCS)?
Performance of investments
What are financial performance indicators?
How do you measure social and environmental performance?
Can you tell me about how a business is managed?
How do I find out how my investment is doing?
The investing process
What is an anti-money laundering check and why do you need to see my ID?
What’s a minimum target?
What’s a maximum target?
What happens if the offer or bond is oversubscribed?
Can I cancel my investment?
When will I receive my share/bond certificate?
If I die what happens to my shares/bonds?
I don't identify as either female or male, but those are the only options when registering. Why is this?
Regulation, data protection, complaints
Are you regulated by the FCA?
Is my data private?
What is your complaints procedure?
Can’t see your question answered here? Email help@ethex.org.uk or call 01865 403304 and we’ll do our best to help!
Invest and save with Ethex to
make money do good
You can browse, compare and invest in a range of products on Ethex platform from bank accounts and ISAs to equity investments and charity bonds that offer a social/environmental as well as a financial return. All you need to do is get started...