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I want to transfer my investments to an ISA (held on Cofunds)

If you wish to switch online, please visit our Buy and Switch service. For further details about this site, please see our Key features document below.

If you wish to switch using paper applications, please download the forms that you need from the list below.

Before investing, it is important that you read and understand the Chartwell Direct Key Facts and the Chartwell Direct Terms and Conditions. It is equally important to understand the guide to investing with Cofunds along with the Key Features and Terms and Conditions of the Cofunds platform.

PDF IconChartwell Direct Key Facts

PDF IconChartwell Direct Terms and Conditions

PDF IconYour Guide to investing with Cofunds / Terms & Conditions of the Cofunds Platform

  

Forms dependent upon type of investment

PDF Icon Investment Fund to ISA Application Form 2011/2012


 

New to Chartwell

I want to transfer my investments to an ISA (held on Cofunds)

 

Log in to Cofunds Chartwell Cashback Top 100 Funds Chartwell Discounts Application Forms

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Chartwell Investor Centre and Chartwell Direct Advice are trading styles of Chartwell Private Client Limited and are part of the asset management division of Close Brothers Group plc. Chartwell Private Client Limited
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