Chartwell Group Limited

 
 Chartwell Direct Model Portfolios

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

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

Chartwell Direct Applications & Forms

PDF Icon Cofunds Switch Instruction Form
PDF Icon 2011 / 2012 ISA Application Form
PDF Icon ISA Transfer Application Form
PDF Icon Investment Funds (Unit Trust/OEIC) Application Form
PDF Icon Investment Funds Transfer Application Form
PDF Icon Withdrawal Form
PDF Icon Cash Account Withdrawal Form 
PDF Icon Investment Fund to ISA Application 10/11  

 Discounts

 PDF Icon Chartwell Direct 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

 

Copyright 2011 Chartwell Group Limited. All Rights Reserved.

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
is registered in England and Wales and authorised and regulated by the Financial Services Authority. Registered number: 05464443. Registered office: 10 Crown Place, London EC2A 4FT.