Transfer existing
Please download the forms you need:
Cofunds Key Features and Terms & Conditions
Chartwell Non Advised Sales Declaration(ALL PAPER APPLICATIONS NEED THIS FORM)
Chartwell Client agreement (Terms and Conditions)
It is important that you read and fully understand the above terms & conditions and Key Features before investing. All paper applications submitted to The Investor Centre need to be accompanied by the forms included in the Chartwell Non Advised Sales Declaration.
Forms depending on type of investment
2008/09 ISA Application Form
ISA Transfer Application Form
Investment Funds Transfer Application Form
Investment Funds Transfer Authority Form
Chartwell Non Advised Sales Declaration(ALL PAPER APPLICATIONS NEED THIS FORM)
Chartwell Client agreement (Terms and Conditions)
Other Information
ISA Transfer Discounts
Funds available through Co-funds
If you need further help, please call us on 01225 823 915, Monday to Friday 0900 - 1730
