What can I do using the Chartwell Direct service?
Chartwell Direct provides access to a wide range of investments including Unit Trusts and OEICs, ISA/PEP, Guaranteed Income Bonds, Structured Products, VCTs and Investment/Distribution Bonds at discounted terms, which are:
Unit Trusts, OEICs and ISA/PEP
We will reinvest all initial commission.
Guaranteed Income Bonds
We will reinvest 50% of our commission in order to enhance the quoted interest rate.
Structured Products
We will rebate up to 2% of our initial commission to you in the form of a cheque once we have been paid by the product provider. Commission terms on Structured Products can vary therefore please contact us to obtain the discount available on a specific product.
VCTs
We will retain 1% of our initial commission and rebate the remaining commission back to you in the form of a cheque once we have been paid by the product provider.
Investment/Distribution Bonds
We will sacrifice 5% of our initial commission either to give an uplift in the allocation rate or this commission can be rebated back to you in the form of a cheque, once we have been paid by the product provider, if requested by you in writing.
You can apply by downloading forms from our website or contacting us to request the information and literature you need.
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