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Transferring your account/s from Punter Southall Wealth Limited (incorporating Psigma and Adam & Company†) to Canaccord Genuity Wealth Limited

†Psigma and Adam & Company are a trading names of Punter Southall Wealth 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 contact.

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 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 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 Canaccord Genuity Wealth Limited for the services they provide to me/us, being collected by them from my/our account with Canaccord Genuity Wealth Limited.

Where fees are collected from my/our account on behalf of third parties by Punter Southall Wealth Limited I consent to those fees to be collected from my/our account with Canaccord Genuity Wealth Limited. *
I/we consent to Canaccord Genuity Wealth 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 Canaccord Genuity Wealth 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.