Chartwell Group Limited

 
A view from the top - Chartwell's Chairman Lord Ian MacLaurin, on ISA season 2009

Making a withdrawal from Cofunds

A written instruction is required in order to process a withdrawal application, as it needs to include the client’s original signature.

There are two ways to withdraw funds:

  1. Write a letter clearly quoting your client reference number and instructions
  2. Download, print and complete a withdrawal form.  To download the withdrawal form please click here

Please send the letter or withdrawal form to: The Investor Centre, Minerva House, Lower Bristol Road, Bath, BA2 9ER.

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Chartwell Direct, Theinvestorcentre.com and theannuitycentre.com are all trading styles of Chartwell Private Client Limited.

Chartwell Private Client Limited is authorised and regulated by the Financial Services Authority. Registered Office: Kings Orchard, 1 Queen Street, Bristol, BS2 OHQ. Registered in England No. 05464443

Chartwell Funding Limited is authorised and regulated by the Financial Service Authority. Registered Office: Kings Orchard, 1 Queen Street, Bristol, BS2 OHQ. Registered in England No. 05875291

Chartwell Healthcare Limited is authorised and regulated by the Financial Services Authority. Registered Office: Kings Orchard, 1 Queen Street, Bristol, BS2 OHQ. Registered in England No. 06333575