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Full Library List

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.

 

Important Information

PDF Icon Funds available through Co-funds
PDF Icon Cofunds Key Features and Terms & Conditions
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)

The Investor Centre Applications & Forms


PDF Icon 2008/09 ISA Application Form

PDF Icon ISA Transfer Application Form
PDF Icon Investment Funds (Unit Trust/OEIC) Application Form
PDF Icon Investment Funds Transfer Application Form
PDF Icon Investment Funds Transfer Authority Form
PDF Icon Fund Switching Form
PDF Icon Fund Withdrawal Form
PDF Icon Direct Debit Mandate
PDF Icon Chartwell Non Advised Sales Declaration(ALL PAPER APPLICATIONS NEED THIS FORM)
PDF Icon Chartwell Client agreement (Terms and Conditions)

 

Discounts

PDF Icon Unit Trust Discounts
PDF Icon ISA Discounts
PDF Icon ISA Transfer Discounts

  

 

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