Get Uk Ubs Oeic/isa Redemption Request Form 2016-2025

Completing the UK UBS OEIC/ISA Redemption Request Form online is a straightforward process that allows users to request the redemption of their investment shares. This guide provides step-by-step instructions to ensure a smooth and efficient completion of the form.

Follow the steps to successfully complete the redemption request form.

1. Press the ‘Get Form’ button to download the UK UBS OEIC/ISA Redemption Request Form and open it in your preferred editor.
2. In the 'Account details' section, fill in your party number followed by your personal details. Include your title, surname, forenames in full, permanent residential address, postcode, email, and daytime and evening telephone numbers.
3. Navigate to the 'Detail of redemption' section. Here, specify the name(s) of the fund(s) and share class(es) from which you wish to redeem your shares. If you have more than six funds to sell from, please use a separate sheet or an additional form.
4. Indicate the amount to redeem. You can specify cash amount, number of shares, or total holding. If you require income from the investment, ensure to tick the income box.
5. If you are currently investing by Direct Debit, note that shares will continue to be purchased after your redemption unless you provide alternative instructions. If you want to stop the Direct Debit, mark the corresponding box.
6. In the 'Proceeds' section, choose how you would like your proceeds to be paid. You can select either a cheque sent to your address or direct payment to your bank/building society account by filling in the required bank details.
7. Make sure to include a positive identification of your bank account if necessary, as specified in the instructions for payee details.
8. Proceed to the 'Signature(s) of all Investment Holders' section. Ensure that all required investment holders sign and date the form. If you are an ISA holder, only the first account holder needs to sign.
9. Once all sections are filled out correctly, save any changes made, and prepare to download or print the form for submission.

Complete your UK UBS OEIC/ISA Redemption Request Form online today for a seamless investment redemption experience.