Chartwell Group Limited

 
 Chartwell Direct Model Portfolios

Making a withdrawal from Cofunds

A written instruction is required in order to process a withdrawal application, as it needs to include the client’s original signature.

There are two ways to withdraw funds:

  1. Write a letter clearly quoting your client reference number and instructions
  2. Download, print and complete a withdrawal form.  To download the withdrawal form please click here

Please send the letter or withdrawal form to: The Investor Centre, Minerva House, Lower Bristol Road, Bath, BA2 9ER.

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.