AJ Bell Investcentre Platform Switch
If you have recently received a letter from your GWA Financial Adviser regarding your investment platform switch, you will find below the associated documents we recommend you read before you proceed with our recommendation.
- Introducing AJ Bell Investcentre
- AJ Bell Terms and Conditions
- AJ Bell ISA – this document covers the key features of the AJ Bell ISA including, but not restricted to, its aims, the risks, questions regarding subscriptions and transfers, what investments you can deal in and withdrawing money from your ISA
- AJ Bell SIPP – this document covers the key features of the AJ Bell SIPP including, but not restricted to, its aims, the risks, questions regarding contributions and transfers
- AJ Bell Retirement Investment Account (RIA) – this document covers the key features of the AJ Bell RIA including, but not restricted to, its aims, the risks, questions regarding contributions and transfers, what investments you can deal in, member benefits and payments to beneficiaries
- AJ Bell Collective Investments – this document covers the key features of the AJ Bell collective investments including, but not restricted to, your commitment, the risks, what advice is provided, information regarding unit trusts and OEICS, charges, obtaining valuations
- Expression of Wishes Form – Pensions – this documents covers the details required for your investment to be passed to others after your death
Once you have read these documents and are happy with their content, we would ask you to return the documents included with your letter to your Financial Adviser. Should you have any questions or wish to discuss this further please don’t hesitate to get in touch.
