How can I make a withdrawal?

Once you've logged in:

  • Click View Account on the account you wish to make a withdrawal from
  • Click Actions (Top right of screen)
  • Select Withdrawal
  • Enter the amount (£ or %) you want to sell from each fund and click Next
  • Check your instruction and click submit to confirm
  •  Important: We will look to settle the proceeds to any verified bank details held on file, otherwise we settle via a cheque in the name of the account holder/s to the registered address

On receipt of the instruction, the deal will be placed at the next valuation point.

A contract note will be sent to you the next business day after the valuation point through post.