I want to sell some of my investments, how do I do this?
For your personal financial security, product providers require a written signature from all account holders before cashing-in holdings. If you would like to release cash from your Cofunds portfolio you will need to complete a Withdrawal Form, which can be found in our literature library. To encash a non-Cofunds holding you will need to send a written instruction to your product provider. If you have any queries about how to do this, please contact us.
NB: If you have a Cofunds account and want to temporarily hold your funds in cash whilst maintaining their PEP or ISA status, you have the option of switching into a cash fund. Charges may apply, please visit our literature library to view Cofunds' Terms & Conditions to find out more.
Other pages in this section that might interest you:
- Our Website FAQs
- Our Services FAQs
- Chartwell Direct FAQs
- The Investor Centre FAQs
- Online Dealing FAQs
- Investment FAQs
- Which forms do I need to complete to apply?
- Do I need to complete an Execution-only statement for each application I send you?
- Where do I send applications forms and correspondence?
- Do I have to send in Money Laundering Documentation with my application?
- How long will you keep my application forms before sending them to the investment company?
- I want to sell some of my investments, how do I do this?
- Getting in Touch FAQs
- Glossary
