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I want to buy a Chartwell Direct Model Portfolio
Please download the forms you need:
Cofunds Fund Key Features and Terms & Conditions
Cofunds Platform Key Features and Terms & Conditions
It is important that you read and fully understand the above terms & conditions and Key Features before investing.
Forms depending on type of investment
ISA Application Form
ISA Transfer Application Form
Investment Funds Application Form
Other Information
ISA Transfer Discounts
ISA 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 01225 823915.
If you need further help, please call us on 01225 823 915, Monday to Friday 0900 - 1700