Chartwell Group Limited

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

I want to transfer my investments to an ISA (Cofunds)

If you wish to switch 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 switch 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 Investment Fund to ISA Application 09/10


 

Copyright 2010 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: Kings Orchard, 1 Queen Street, Bristol, BS2 OHQ. Registered in England No. 05464443

Chartwell Funding Limited is authorised and regulated by the Financial Service Authority. Registered Office: Kings Orchard, 1 Queen Street, Bristol, BS2 OHQ. Registered in England No. 05875291

Chartwell Healthcare Limited is authorised and regulated by the Financial Services Authority. Registered Office: Kings Orchard, 1 Queen Street, Bristol, BS2 OHQ. Registered in England No. 06333575