Withdraw a lump sum from your investment

Withdraw a lump sum from your investment
If you are a trust or business customer looking to take a lump sum from your investment, please complete the form below. Personal customers please instead speak to your Specialist Financial Adviser.
Your full name*
WesInvest Customer Reference*
This can be found in the WesInvest platform.
WesInvest Product Reference*
This can be found in the WesInvest platform.
Name of your business *
Names of all directors*
Name of Trust *
Names of all trustees*
How much would you like to withdraw?*
Declaration & authority
Signature*

Clear
Role/title*
Please let us know your role in the business or trust, eg trustee, secretary or director.
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Should be Empty:

Declaration & authority