Get Fund Withdrawal Form - Willis Owen 2020-2025

This guide provides you with clear and detailed instructions on how to complete the Fund Withdrawal Form - Willis Owen online. By following these steps, you will be able to submit your fund withdrawal request efficiently and accurately.

Follow the steps to fill out the Fund Withdrawal Form online.

1. Click the ‘Get Form’ button to access the Fund Withdrawal Form and open it in your preferred editor.
2. Begin by entering your client or company details in Section 1. Provide your existing client reference, title, first and middle names, surname or company name, and date of birth using the DD/MM/YYYY format.
3. If applicable, fill in details for any joint holders in Section 1B by providing their full names.
4. In Section 2A, specify how you would like to receive the proceeds by selecting one of the payment options: Cohunds Cash Account, cheque, or BACS transfer.
5. If you choose to set up a new nominated bank account, complete Section 2B with the name of the account holder, branch sort code, account number, and building society roll number, if applicable.
6. Indicate which funds you wish to sell in Section 2C. Specify if you want to sell all funds or a percentage. Fill in the name, class, and amount for each fund accurately.
7. Review your entries to ensure all information is correct, as this will facilitate a smooth transaction.
8. In Section 3, if you have an adviser, they must confirm the verification of your bank account details, including their signature and date.
9. In Section 4, read the client declaration carefully and sign where indicated to confirm your understanding and authorization.
10. Once all sections are completed, save your changes. You can then download, print, or share the form as needed.

Complete your Fund Withdrawal Form online today and manage your investments with ease.