Buy a Chartwell ISA Portfolio
It is important that you read and fully understand the terms & conditions and Key Features before investing.
You have received no advice from Chartwell regarding the suitability, or otherwise, of this investment to meet your needs. If you need advice to determine whether an investment is suitable for you, you must consult a suitably qualified adviser
Important Information
Your guide to investing with Cofunds / Terms & Conditions of the Cofunds Platform
Chartwell Direct Applications & Forms
Cofunds Switch Instruction Form
2011 / 2012 ISA Application Form
ISA Transfer Application Form
Investment Funds (Unit Trust/OEIC) Application Form
Investment Funds Transfer Application Form
Withdrawal Form
Cash Account Withdrawal Form
Investment Fund to ISA Application 10/11
Discounts
Please be aware that these discounts are subject to change and the discounts published are intended as a guide only. For an up to date discount on specific funds you may which to purchase, please call 0117 9170777.

