• Please ensure you have the authority to act on behalf of your client(s);

• If you send a Fund Switch Authority to your client, please ensure all the owners, for example: all the trustees or Power of Attorneys have signed the form and post it to us before we can accept an online switch request(s);

• In the event of a change of servicing agent, a new Fund Switch Authority must be completed before any further online switches can be requested;

• The switch request will be processed using the next working day’s unit price;

• If the instruction(s) is incomplete or unclear; we may be unable to process the switch request and we will advise you on the day the request is received.

• Please ensure the funds selected are available to the product in question

• If the email is received by 3pm on a working day we will process the switch within 3 working days provided we have all of our requirements;

• Should we not meet this standard we will pay your client £50.00. To view our service charter please click on the link on the right hand side of this page. This only applies to products mentioned in the investment charter.

• Should you need to contact the Investment Team with any queries, please call us on our direct line 0845 345 2220;