Provider:
Please accept this document as confirmation of my instruction to make an additional contribution to my General Investment Account.
Invest this sum across the previously selected funds
My threshold for investment risk remains the same as previously identified
Investing this sum is affordable leaving me with adequate reserves for day to day needs and emergencies
I understand the agreed adviser fee will be deducted from the investment amount
I understand the agreed annual adviser fee will be deducted from my fund
I understand that income generated may be liable to income tax and realised gains could be liable to CGT
Please note: your Financial Planner will confirm the bank details and your reference code in a separate email.
Click on the photograph of your Financial Planner.
Thank you for this confirmation to invest additional funds to your General Investment Account. We will confirm the bank account to transfer the funds and a reference number. Once the top up has been applied to your tax-free investment account, the Client Support Team will confirm this and provide you with an updated valuation.
Thank you for this confirmation to invest additional funds to your ISA. We will confirm the bank account to transfer the funds and a reference number. Once the top up has been applied to your tax-free investment account, the Client Support Team will confirm this and provide you with an updated valuation.