dps Select / SWITCH INSTRUCTION
Part 1 - Investor Details(Primary Investor/Authorised Signatory)
If for a Joint Investor, please ensure this is the name of the Primary Investor.
Title* / Forename(s)*
Surname*
Please include the ‘Switched from’ account no. below.
Investor Account Number*
Please include the ‘Switched to’ account no. below.
Investor Account Number*
Part 2 – My Adviser
Adviser Firm Name
Adviser Name
Part 3 – Switch Details
Please note, the amount switched will be withdrawn and invested at the relevant investment account’s weightings.
Switch Amount
Investment Amount / £
Or, if a full switch please tick the box
Please note, that if you are switching into an existing ISA account, you cannot exceed the current year’s ISA allowance.
Part 4 – Fees Payable
Initial Adviser Fee – Switch / %
Part 5 – Adviser Confirmation
By returning this Switch Instruction, I also confirm my understanding that:
- the amount or rate of annual Adviser Charging applying to my Switched toAccount will overridethe Switched from annual charge;
- the instruction is irrevocable once processed;
- the switch will result in a realisation for Capital Gains Tax purposes if outside of a tax wrapper;
- the Manager will act on my instruction subject to any applicable minimum holding, withdrawal and/or investment amounts; and
- the redemption proceeds of my Switched from Account less the amount (if any) of the Adviser Switch Charge specified above will be invested in my Switched to Account as specified above.
This SwitchInstruction must be returned to Smartfund Administration via the following means:
Address to : Smartfund Administration Ltd, PO Box 60294, London, EC2P 2DL
Email to:
Fax to: 020 7562 2451
* Denotes mandatory fields
Smartfund Administration Ltd: 6 Broad Street Place London EC2M 7JH T: +44 (0)844 801 0700 F: +44 (0)207 562 2451 E: W:
Registered Office Address: 6 Broad Street Place London EC2M 7JH Company Registration No. 06016828 (England and Wales) VAT No. 100 1037 06
Smartfund Administration Ltd is authorised and regulated by the Financial Conduct Authority under reference 463566