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Transferring your account/s from Punter Southall Wealth Limited (including Adam & Company) to Canaccord Genuity Wealth Limited and CG Wealth Planning Limited.

Please tick the boxes below so that we can transfer your account from Punter Southall Wealth Limited. If there is anything that you would like to discuss, or if you do not wish to provide your consent for any reason, please call your usual planner or investment manager.

I/we consent to the termination of my/our existing service terms and conditions with Punter Southall Wealth Limited in relation to investment services (comprising Execution Only, Discretionary Investment and the Managed Portfolio Services) and entering into new terms of business and service agreements with Canaccord Genuity Wealth Limited which were supplied to me/us as part of this consent request.

I/we consent to the termination of my/our existing service terms and conditions with Punter Southall Wealth Limited in relation to Financial Planning Services and entering into new terms of business with CG Wealth Planning Limited which were supplied to me / us as part of this consent request. *
I/we consent to the transfer of custody of all of my/our account(s) with Punter Southall Wealth Limited, including any and all assets or money in that account(s), to Canaccord Genuity Wealth Limited. *

I/we consent to any fees payable to each of CG Wealth Planning Limited and Canaccord Genuity Wealth Limited for the services they provide to me/us, being collected by each of them from my/our account with Canaccord Genuity Wealth Limited and those third-party accounts currently used by Punter Southall Wealth Limited to collect fees.

Where fees are collected from my/our account on behalf of third parties by Punter Southall Wealth Limited I consent to those fees being collected from my/our account with Canaccord Genuity Wealth Limited. *
I/we consent to CG Wealth Planning Limited and other companies in the Canaccord Genuity group processing my/our ‘special category data’ for the purpose of delivering services to me/us. *
I/we consent to receiving electronic information from both Canaccord Genuity Wealth Limited and CG Wealth Planning Limited after the transfer, including, for example, any updates to terms of business and service agreements which may be effected in the future. *
*Mandatory field

Investment involves risk and you may not get back what you invest. It’s not suitable for everyone.

Investment involves risk and is not suitable for everyone.