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How can I make a withdrawal?

Due to the nature of investments, and in particular the fact that values can fall as well as rise, you should only invest money that you are planning on not needing for at least five years. If you invest for less time you increase the chances that you could get back less than you invest.

Depending on the account you hold, you can make a partial or full withdrawal by telephone, online and in writing. In the case of partial withdrawals, we may insist that a minimum balance of £1,000 is retained in the account.

Once we have received notification from you to make a withdrawal, your investments will be sold at the next available opportunity.

If you sell your entire Portfolio any instruction to invest the pending tax relief into the Portfolio will be cancelled so it no longer invests into the Portfolio, but leaves the value as cash instead.

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