Transfer of Servicing

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The value of pensions and the income they produce can fall as well as rise. You may get back less than you invested.

Complete this Authority for Transfer of Servicing Form

to authorise us to provide ongoing servicing on your current pension and investment contracts.

Fields marked with * are required


Please could you treat this letter as my instruction to transfer the servicing of my plan and any trail/renewal commissions and/or any on-going fees due.
Please provide updated information to (adviser name) at the address as below. Thank you.

 

Firm:
Quilter Wealth Limited is authorised and regulated by the Financial Conduct Authority’s under FCA Register number 217742.
Quilter Mortgage Planning Limited is authorised and regulated by the Financial Conduct Authority’s under FCA Register number 440718.

 

Appointed Representative:
Charles Derby Direct is a trading style of Charles Derby Wealth Management Limited which is an appointed representative of Quilter Wealth Limited and Quilter Mortgage Planning Limited which are authorised and regulated by the Financial Conduct Authority

 

MUST BE signed by Pensionholder.