All the manual investment forms are available here for download. They are fillable PDFs and are enabled for digital signature by yourself and your clients.
- Manual Activation form – this form will need to be submitted before any manual instructions may be processed
- Investment Amendment form – use this to amend any details including bank details, debit order instructions, and Financial Adviser details
- Additional Investment form – use this to instruct an additional lump sum or recurring (debit order) investment
- Switch form – use this to instruct a switch
- Repurchase / Withdrawal form – use this for a withdrawal instruction
- New Investor form – use this to onboard a new investor onto SatrixNOW
Complete and submit to firstname.lastname@example.org