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I
would like to switch funds held with my Plan Manager |
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If you
wish to move from an existing fund to another fund held by the
same Plan Manager you can do so with a letter. This letter must
be signed by you as the plan holder and must contain:
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Your name, address and plan
reference |
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The name of the existing fund
and details of the fund(s) you wish to move them into |
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I
prefer to switch online |
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Fidelity FundsNetwork clients can switch funds online using the
Account Management option |
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I
would like to top up one of my investments |
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If
you hold a stocks and shares ISA for the current year but have
not invested the maximum sum of £7,000 in a Maxi ISA or £3,000
in a Mini ISA, you may top it up to the maximum. This can be
achieved with a letter which must be signed by you, as the plan
holder, and contain:
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Your name, address and plan
reference |
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The name of the funds you wish
to top up and the additional sums you wish to invest in them |
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A cheque made payable to the
Plan Manager and not to Allenbridge |
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I
prefer to top up on online |
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Fidelity FundsNetwork clients can top up investments online
using the Account Management option |
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I
would like to sell (some of) my investments |
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To
sell one or more of your holdings, you must provide a letter
signed by you as the plan holder, containing:
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Your name, address and account
reference |
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All the holdings you wish to
sell |
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Stating clearly that you wish
the money from the sale to be send to you |
Please allow at least seven working days for the cheque to
arrive |
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Can I send in one letter about changes affecting more than one
fund holding? |
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You
can only send in one letter per Plan Manager. This is because
the original copy of your letter needs to be passed to the Plan
Manager. Therefore it is not possible to make changes to plans
held with more than one Plan Manager in just one letter. We ask
you to bear this in mind and only send one letter for each plan
Plan Manager |
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Who do I address my letter to? |
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If
your funds are held through an investment supermarket (Cofunds
or Fidelity FundsNetwork) your letter should be addressed to
either supermarket and not to the individual fund manager
selling fund through the supermarket. If you still have some
funds outside a supermarket, you can address the letter to the
fund manager of these funds direct. |
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