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.
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.