WealthSelect Active Managed Portfolio 5

Fidelity 2.2 Quilter Investors Asia Pacific (ex Japan) Large-Cap Equity Invesco 2.2 Quilter Investors Europe (ex UK) Equity Growth Allianz 1.6 ... Their Financial Services register numbers are 165359 and 207977 respectively. VAT number 386 1301 59. Created Date:

  Services, Fidelity

WealthSelect Blend Managed Portfolio 6

Fidelity 2.3 Quilter Investors Asia Pacific (ex Japan) Large-Cap Equity Invesco 2.3 Quilter Investors Japanese Equity Schroders 2.2 Quilter Investors Europe (ex UK) Equity Growth Allianz 1.7 ... Their Financial Services register numbers are 165359 and 207977 respectively. VAT number 386 1301 59.

  Services, Fidelity

WealthSelect Active Managed Portfolio 4

The portfolio aims to achieve long-term capital growth by investing in a diversified range of assetclasses. The portfolio is matched to a risk profile (level 4) which targets a specific range of volatility (see the volatility target)and will invest around 25% to 50% in ... Income BNY Mellon 2.3 Quilter Investors Precious Metals Equity BlackRock ...

  Income, Portfolio, Diversified, Blackrock

WealthSelect Blend Managed Portfolio 7

Investment 40-85% Shares sector is considered appropriate on the basis that the portfolio’s equity exposure over time is expected to be similar to that of the average fund in this sector. Volatility target One of the main measures of investment risk is volatility, which is a measure of the amount an investment rises and falls over time. Your

  Investment

Employer payer declaration

– amend employer contributions. This form cannot be used: ... Investor details uPlease enter the details of the investor into whose CRA this payment will be made ... – deduct money from the employee’s salary and pay this as an investor pension contribution on the employee’s behalf.

  Employee, Details, Salary, Named

Withdrawal/Closure Request - Individual Savings Account (ISA)

4. ISA withdrawal instruction Note – Select A – to withdraw a specific amount of money. – Select B – if you just want to sell specific assets – Select C – to sell all assets and close the ISA. – The minimum withdrawal is £50. – If you are not closing your account, you must leave a balance in it to keep it open after the withdrawal.

  Withdrawal

Transfer authority - Quilter plc

2. I confirm that this transaction is exempt from Stamp Duty Reserve Tax (SDRT) by virtue of Paragraph 6 of Schedule 19 of the Finance Act 1999. 3. If I am transferring a cash ISA, I authorise the ISA Manager to transfer the cash in pounds sterling to Quilter Investment Platform Limited for investment in the assets I have chosen. 4.

  Sdrt

Expression of wish - Quilter plc

Income payments Instead of, or as well as, a lump sum payment, a beneficiary may use the remaining fund to provide an income payable by the purchase of a lifetime annuity or drawdown pension. – If you die after purchasing a lifetime annuity, the terms of that annuity will determine what, if any, death benefit will be payable

  Income, Drawdown

Withdrawal/Closure Request – Collective Investment Bond (CIB)

Withdrawal/Closure Request – Collective Investment Bond (CIB) With this form you can: – make a partial withdrawal from your CIB – make a full withdrawal and close your CIB. We regularly update our forms; your financial adviser can confirm that this October 2021 version is …

  Form, Closures

Family Linking request - Quilter plc

Family Linking request – To be completed with a financial adviser Completing this form – Complete this form, using BLOCK CAPITALS and blue or black ink. For dates, please use the format day/month/year. – Send the completed form to: Quilter, Quilter House, Portland Terrace, Southampton SO14 7AY.