FAQ

Why do you feature funds and strategies from AXA Investment Managers UK Ltd as well as BNP Paribas Asset Management?

As you may already know, AXA Investment Managers UK Ltd (AXA IM UK) was acquired by BNP Paribas Cardif, the insurance subsidiary of BNP Paribas, on 1 July 2025. As a result, AXA IM UK has merged with BNP Paribas Asset Management.

The full integration of our product ranges will be a gradual process. In the meantime, some funds will retain the AXA IM name and AXA Investment Managers UK Limited will remain as the named fund manager.

Has anything changed about the way you look after your investments following the merger of AXA Investment Managers UK Ltd and BNP Paribas?

There have been no changes to our investment approach or the way our funds are managed. We believe that there could be opportunities to improve the way we manage our investment funds as the two companies come together, but this will take time. We will be sure to let investors know when changes are coming.

What is investment management?

Investment management refers to the handling of financial assets and other investments by professionals – such as AXA IM UK Ltd – for clients. Clients of investment managers can be either individuals or institutional investors. Investment management includes creating strategies and executing trades within a financial portfolio.

Do you offer investment advice?

AXA IM UK Ltd 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

Where can I find a financial adviser?

You can search for a financial adviser here: Match with your professional adviser | Unbiased.co.uk

How can I invest into your funds?

You can invest in our funds through a financial adviser, through a fund supermarket or investment platform, or directly from us.

Investing through a financial adviser

As an individual investor, we recommend that you seek financial advice before you decide to invest your money. Investment involves risk and you may not get back the amount you originally invested. A financial adviser can help you understand your own capacity for risk and find a fund that matches your saving goals.

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

Investing through a fund supermarket or platform

Our funds have different classes of shares or units aimed at the different types of investor who invest in our funds, with different levels of minimum investment and associated fees and costs. You can find details of the different share and unit classes on our fund centre or in the Fund documentation (KIID or prospectus). For the time being we have two fund centres, one for AXA IM UK funds at and one for BNP Paribas funds. In the coming months, we will merge these resources as the fund ranges come together under one name.

Fund supermarkets and platforms may have access to share and unit classes with lower costs than those available directly from us. Each fund supermarket or platform will also have different costs for the provision of their services.

There are many investment platforms or fund supermarket providers to consider. Boring Money provide a useful evaluation of investment platforms ISAs & Investment Accounts.

Investing directly in AXA IM UK Ltd funds

You can invest directly in AXA IM UK  funds by post or by telephone.

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 Ltd) 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 bank payment. Please check the documents specific to your fund for further details.

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.

Umbrella fund	Umbrella fund	Phone number
AXA World Funds	Luxembourg	00352 464 010 010
AXA IM WAVe ICAV	Ireland	00353 1 242 5574
AXA IM Equity Trust	Ireland	00353 1 776 8105

Investing in BNP Paribas Asset Management named funds
If you are interested in investing directly in a BNP Paribas Asset Management-named fund, please enquire using this online form.

What is the minimum/maximum investment in an AXA IM UK Ltd fund?

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

Where can I get an application form?

Application forms and other important documents can be found here.

What documents am I required to read before I make my investment?

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

How do I send you money if I want to invest with you?

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 document(KIID), Prospectus and other relevant information 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: Match with your professional adviser | Unbiased.co.uk

What funds can I invest in with AXA IM UK Ltd?

AXA IM UK Ltd has a range of funds available to you as an individual investor. The majority of these funds still have the AXA Investment Managers UK name; as we merge the fund ranges of AXA IM UK and BNP Paribas Asset Management, these funds will be brought under a single identity.

To view all fund details, including Key Investor Information Documents (KIID), Prospectus, share classes, fund charges and interim/annual reports, please visit our fund centre Funds – AXA IM UK Retail (axa-im.co.uk.

Please remember we do not give financial advice.

What are you doing with my money? How can I check the performance of my investments?

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. 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 or email us at axa-im@uk.dstsystems.com. or you may write to us at:

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

When will I receive a statement of my holdings with  AXA IM UK?

Please refer to page 7 of the Supplementary Information Document.

How can I top up my existing AXA IM UK investment?

Please refer to page 7 of the Supplementary Information Document.

How do I sell my investments?

Please refer to page 9 of the Supplementary Information Document.

How do I switch my investment to another fund or product?

Please refer to page 9 of the Supplementary Information Document.
 
I have a question about my AXA Insurance policy, can you help?

AXA Investment Managers UK Ltd is no longer part of AXA Group. For AXA Insurance policies, please visit their website.

How can I register the death of an AXA IM UK investor?

You will need to notify us of the death by writing to:

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

Please provide the following:

• An original death certificate for the client
• 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 UK Ltd 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

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.

As an executor, how do I request a valuation of the Estate’s holding with AXA IM UK Ltd?

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

How do I register a change of address?

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.

Writing to us at AXA Investment Managers UK Limited, PO Box 10908, Chelmsford, CM99 2UT, UK and providing 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.

How do I change the name on my account?

You will need to notify us in writing, to:

AXA Investment Managers UK 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.

How do I get a valuation of my investment?

Please refer to page 7 of the Supplementary Information Document.

Can I get large print or braille versions of fund information?

All our communications are available in large print, braille and spoken word. Key Investor Information Documents (KIIDs) and fund fact sheets are also available in alternative formats on request.

If you need these, please contact our customer service team and they will be happy to help. If you’re calling from the UK, call 0345 777 5511; if you are calling from overseas, call 0044 1268 448 667.

Our lines are open from 9:00am-5:30pm Monday to Friday.

You can email us at axa-im@uk.dstsystems.com.

Can I get help with my investments during difficult times in my life?

Our customer support team is trained to help you if you are experiencing extra stress around dealing with your investments because of other factors in your life. This can include:

• Health complications for you or a loved one
• Organising your finances following a divorce
• Death of a loved one or the receipt of an inheritance
• Periods of financial difficulty

They’ll explain your options carefully, and help you navigate documents and online processes, which can sometimes feel confusing.

If you are feeling overwhelmed and need extra support, please don’t hesitate to get in touch. We are happy to help.

By phone:
Call a member of our team – if you’re calling from the UK call 0345 777 5511; if you are calling from overseas, call 0044 1268 448 667.
Our lines are open from 9:00am-5:30pm Monday to Friday.

By email:
You can email us at axa-im@uk.dstsystems.com.

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