Steps 2 - 6 Download Forms
You have confirmed that you have read the Chartwell Terms of Business, and that you agree with and understood them.
If you would like to download these terms and conditions please click this link
Please read the Flexible Investment Plan Key Features before deciding to invest.
You can download the Flexible Investment Plan Key Features by clicking this link.
Read the generic illustration table below. This is an example illustration and assumes no income required. When your application has been received we will issue a written acknowledgement with a bespoke illustration.
Generic Illustration
| Your Cheque | £20,000 | £30,000 | £40,000 |
| Chartwell cash top-up | £1000 | £1500 | £2000 |
| Amount invested after allocation rate enhancement | £21,052 | £31,578.75 | £42,105 |
These figures are for illustrative purposes only. The amount invested includes a commission cash top-up and an allocation rate enhancement relating to the overall amount invested. Lower allocation rates apply for clients aged 75 and over.
Complete and sign the Flexible Investment Plan application form. To make applying easier the application form has notes, which will guide you through completing the form.
You can download the Flexible Investment Plan application form by clicking this link
Make your cheque payable to The Prudential Assurance Company Limited.
Post your completed Application Form and cheque(s) to us.
Our address is : Chartwell Direct. Minerva House, Lower Bristol Road, Bath BA2 9ER
If you need help, or get stuck with this application process, please get in touch with our HelpDesk.
Our HelpDesk is open 9am - 5pm Monday to Friday to answer any questions you may have.
Just telephone 01225 823915 - we are here to help you