Application Forms
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.
We have given no advice as to the suitability of any investment for your needs. If you have any doubts as to the suitability of any investment you should seek professional financial advice.
Chartwell Direct Terms and Conditions
Your guide to investing with Cofunds / Terms & Conditions of the Cofunds Platform
Chartwell Direct Applications & Forms
Cofunds Switch Instruction Form
ISA Application Form 2011/2012
ISA Transfer Application Form 2011/2012
Investment Funds (Unit Trust/OEIC) Application Form
Investment Funds Transfer Application Form
Withdrawal Form
Cash Account Withdrawal Form
Investment Fund to ISA Application Form 2011/2012
Discounts
Please be aware that these discounts are subject to change and the discounts published are intended as a guide only.
For further information, or up to date discounts on specific funds you may which to purchase, please call 0117 9170777, Monday to Friday 0900 -1700.