Ahead of the upgrade to our new technology platform there will be some temporary restrictions placed on online and telephone investment and withdrawal instructions, to ensure a smooth transition of your accounts to the new system.
We recommend that you complete any instructions either before or after this period, as that will be the best way to ensure these are completed in a timely manner.
Below are the forms required to submit paper instructions during this period where necessary. Please note that these will be held and processed after the new system opens.
|
Product |
Document |
|
Switch form - for ISA, Collective Investment Account (CIA), Collective Investment Bond (CIB) and Collective Retirement Account (CRA) |
|
| Withdrawal/closure request - CIA | |
| Withdrawal/closure request - CIB | |
|
Withdrawal/closure request - ISA |
If you wish to top up your investment, please speak to your financial adviser in the first instance. Alternatively, you can contact us but please remember we cannot provide investment advice.