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buy and switch service
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Buy new investments

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 Icon Cofunds Key Features and Terms & Conditions
PDF Icon Chartwell Non Advised Sales Declaration(ALL PAPER APPLICATIONS NEED THIS FORM)
PDF Icon Chartwell Client agreement (Terms and Conditions)

It is important that you read and fully understand the above terms & conditions and Key Features before investing.  All paper applications submitted to The Investor Centre need to be accompanied by the forms included in the Chartwell Non Advised Sales Declaration.

Forms dependent upon type of investment 

PDF Icon 2008/09 ISA Application Form
PDF Icon Investment Funds (Unit Trust/OEIC) Application Form
PDF Icon Direct Debit Mandate
PDF Icon Funds available through Co-funds
PDF Icon Funds listed by IMA Sector
PDF Icon Chartwell Non Advised Sales Declaration(ALL PAPER APPLICATIONS NEED THIS FORM)
PDF Icon Chartwell Client agreement (Terms and Conditions)

Other Information

PDF Icon Unit Trust Discounts
PDF Icon New ISA discounts

  

If you need further help please call us on 01225 823 915 Monday to Friday 0900 - 1700