Application Forms

Blank Application Forms

Blank ISA Application Form 10/11

Blank application form – use this if you are selecting your own choice of funds.

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Blank ISA Transfer Form

Blank transfer form – use this if you are transferring your funds.

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Blank Switch Application Form

Allows you to switch from one fund to another within the Cofunds platform, quickly and easily (0.25% Cofunds switching fee will apply).

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Blank Investment Fund (OEIC/Unit Trust) Application Form

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Blank Investment Fund (OEIC/Unit Trust) Transfer Application Form

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Investment Check Up

Investment Check Up Form

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Upgrade Your Service - Re-Register Your Funds

Re-Registration Form

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Willis Owen Limited is authorised and regulated by the Financial Services Authority and is a wholly owned subsidiary of Honister Capital Limited.
Willis Owen Limited registered office: 1 Nicholas Road, London, W11 4AN. Registered in England and Wales No. 03283706.
Willis Owen Limited is entered on the FSA register (www.fsa.gov.uk) under reference number 121261.
The information and content of this site is intended for UK consumers and is subject to the UK regulatory regime.

Phone 0800 597 2525