Chartwell Group Limited

 
A view from the top - Chartwell's Chairman Lord Ian MacLaurin, on ISA season 2009

I want to buy an investment from Cofunds

If you wish to buy online, please visit our Buy and Switch service. For further details about this site, please see our Key features document below.

If you wish to buy using paper applications, please download the forms that you need from the list below.

 

Compulsory Forms

PDF IconCofunds Fund Key Features and Terms & Conditions
PDF IconCofunds 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 dependent upon type of investment 

PDF Icon 2009/10 & 2010/11 ISA Application Form
PDF Icon Investment Funds (Unit Trust/OEIC) Application Form

Other Information

PDF Icon Unit Trust Discounts
PDF Icon New 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

Copyright 2009 Chartwell Group Limited. All Rights Reserved.

Chartwell Direct, Theinvestorcentre.com and theannuitycentre.com are all trading styles of Chartwell Private Client Limited.

Chartwell Private Client Limited is authorised and regulated by the Financial Services Authority. Registered Office: Minerva House, Lower Bristol Road, Bath BA2 9ER. Registered in England No. 05464443

Chartwell Funding Limited is authorised and regulated by the Financial Service Authority. Registered Office: Minerva House, Lower Bristol Road, Bath BA2 9ER. Registered in England No. 05875291

Chartwell Healthcare Limited is authorized and regulated by the Financial Services Authority. Registered Office: Minerva House, Lower Bristol Road, Bath BA2 9ER. Registered in England No. 06333575