I want to transfer my existing investments to Cofunds

Before investing, It is important that you read and understand the Chartwell Direct Key Facts and the Chartwell Direct Terms and Conditions. It is equally important to understand the guide to investing with Cofunds along with the Key Features and Terms and Conditions of the Cofunds platform.

Forms depending on type of investment

Please download the forms you need:

ISA Application Form 2011/2012

ISA Transfer Application Form 2011/2012

Investment Funds Application Form

Other Information

Chartwell Direct Discounts

Please be aware that these discounts are subject to change and the discounts published are intended as a guide only.
For further information, or up to date discounts on specific funds you may wish to purchase, please call 0117 9170777, Monday to Friday 0900 - 1700.

New to Chartwell