Chartwell
Investment Management ISA and PEP Transfers
Chartwell Investment Management ISA and PEP Transfers
A
transfer could be appropriate for you if you hold funds in
an ISA or PEP wrapper where: performance is poor; the fund
is no longer appropriate to your needs; or the fund is available
on our fund supermarket but not available via re-registration.
All the fund groups on the Cofunds platform are available
for transfers and 39 currently offer investments into their
funds from transfers at no initial charge.
Providers of transfers at no initial charge
Chartwell Investment Management will reinvest all their
initial commissions to discount or eradicate any initial charges
and, where applicable you will be eligible for their Cashback
service, whereby they will rebate 50% of the ongoing renewal
commissions, back to you, twice a year (click on Cashback
Service link for full details).
ISA and PEP transfer discounts and annual cashback
Application
forms for ISA/PEP transfers can be completed online, then
just download, sign and forward to Chartwell Investment Management
by post. For sacrificing their commission they will charge
you a one-off fee.
Alternatively,
you can either download application forms and key features
from the links on their website or request application forms
and key features by telephone.
For
further information on Chartwell Investment Management ISA
and PEP Transfers visit the Chartwell Investment Management
website.
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