Get Investment Funds Transfer Application Self-directed The Disclosure Documentation Applicable To This

Filling out the Investment Funds Transfer Application is an essential step for self-directed clients looking to manage their investment funds efficiently. This guide provides a clear, step-by-step approach to completing the form online, ensuring you understand each section and field.

Follow the steps to complete your application effortlessly.

1. Click ‘Get Form’ button to access the Investment Funds Transfer Application form and open it in your chosen document editor.
2. Begin by filling in the 'Intermediary Details' section. Ensure to enter your Cofunds Authorisation Code, as this is necessary for your application to be processed.
3. In the 'Personal/Company Details' section, provide the primary holder's information accurately. This includes your full name, current address, date of birth, and confirmation of tax residency.
4. If there are any joint holders, complete the 'Joint Holders' section by adding their full names, addresses, and other required personal information.
5. In the 'Segmentation' section, specify the name of the segment in BLOCK CAPITALS, if changing it or if the client is not currently segmented.
6. Complete the 'Nominated Bank Account' section by providing the necessary details if changing or adding bank account information.
7. Fill out the 'Income' section, selecting your preferred option for income units/shares if you requested them.
8. Ensure the 'Service and Subscription Charge' section is filled out correctly, indicating the relevant charges applicable to your investment.
9. Read the 'Declaration and Authorisation' section carefully, and make sure to sign and date the application as well as have any joint holders do the same.
10. Finally, review the completed form for accuracy, then save your changes, download, print, or securely share the form as needed.

Complete your Investment Funds Transfer Application online for a seamless investment experience.