Module 4 of 11 · 14 min

The offer document, decoded

SID and KIM without the legalese. Everything here is free. Work through the lessons in order, or jump to the one you need.

What you will cover

1. 1 SID, KIM and SAI The three offer documents, and what each one is for. ⏱ 5 min · 4 practice Q →
2. 2 What to read inside the SID The four things to check in a scheme document before you commit. ⏱ 5 min · 4 practice Q →
3. 3 The costs, and direct vs regular What the expense ratio is, why it matters, and how direct plans cost less. ⏱ 6 min · 4 practice Q →