Switch Cofunds funds
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
Cofunds Key Features and Terms & Conditions
Chartwell Non Advised Sales Declaration(ALL PAPER APPLICATIONS NEED THIS FORM)
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
Fund Switching Form
Chartwell Non Advised Sales Declaration(ALL PAPER APPLICATIONS NEED THIS FORM)
Chartwell Client agreement (Terms and Conditions)
Other Information
If you need further help please call us on 01225 823 915, Monday to Friday 0900 - 1700