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Transferring your account/s from Punter Southall Wealth Limited to 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.

I/we consent to the termination of my/our existing service terms and conditions with Punter Southall Wealth Limited 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 any fees payable to CG Wealth Planning Limited for the services they provide to me/us, being collected from those accounts currently used by Punter Southall Wealth Limited to collect fees. *
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 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.