Schroders personalwealth ACD General Investment Account User Guide

Schroders personalwealth ACD General Investment Account

Product Information

Specifications

• Classification: Limited
• Product: Schroders Personal Wealth (ACD)

Product Usage Instructions

Section 1: Your Details

Please provide the following information:

• First/Sole Name
• Schroders Personal Wealth (ACD) Investor ID
• Joint (if applicable) Name
• Schroders Personal Wealth (ACD) Investor ID
• Title
• Surname
• Forename(s)
• Residential Address
• Country Address
• Postcode
• Daytime Telephone Number
• Email Address

Section 2: Redemption Instructions

Please indicate your redemption instructions:

• Fund Type: Income, Accumulation, Shares
• Amount or Number of Shares to Sell
• Sell all my shares
• For monthly investments only: Please also cancel my monthly investment

Section 3: Payment Details

Please provide the following payment details:

• Name of Bank/Building Society
• Name of Bank/Building Society Account Holder
• Building Society Roll (if applicable)
• Postcode
• Current Account Number
• Savings Account Sort Code

Section 4: Signature(s)

The holder(s) must sign exactly as the account is registered and state their capacity where applicable.

• Signature
• Capacity
• Client Name
• Date

Section 5: Your Preferences

Please indicate your marketing preferences:

• Email
• Post
• Telephone

If you wish to receive your half-yearly statement in large print/Braille, please indicate your preference.

• Braille
• Large Print

For more information, please visit spw.com.

Frequently Asked Questions

Q: What is Schroders Personal Wealth (ACD)?

A: Schroders Personal Wealth (ACD) is a trading name of Scottish Widows Schroder Personal Wealth (ACD) Limited, a company registered in England and Wales.

Q: How can I update my marketing preferences?

A: You can update your marketing preferences at any time by contacting us via email, post, or telephone.

Q: How can I request my half-yearly statement in large print/Braille?

A: To receive your half-yearly statement in large print/Braille, please indicate your preference on the form.

Calls may be monitored and recorded, and call costs may vary depending on your service provider.

Financial Conduct Authority number: 834833

Registered Office: 25 Gresham Street, London EC2V 7HN

Eligible investments with us are protected by the Financial Services Compensation Scheme (FSCS).

Schroders Personal Wealth (ACD)

General Investment Account – Redemption Form
Please use this form if you want to sell your shares.

Please contact us if you’d like this information in an alternative format such as Braille, large print or audio.

• If you have any queries or support needs when completing this form, please call +44 (0)344 822 8910.
• Please fully complete sections 1 – 5 in BLOCK CAPITALS with a BLACK ballpoint pen in the white spaces or mark [X] in the boxes.

Return your completed redemption form and bank statement or voided cheque to: Schroders Personal Wealth (ACD), PO Box 560, Darlington DL1 9ZB.

Your Details

Redemption Instructions

Enter the fund name(s) and share class you wish to sell or if you wish to sell all of your shares please mark [X] in the box below.

For monthly investments only:
Please also cancel my monthly investment:

Payment Details

• Payment will normally be sent to your bank or building society on the third business day following the sale of your shares (T+3).
• Please ensure you check the payment details you have provided carefully before submitting this form as Schroders Personal Wealth (ACD) cannot be held responsible for sending money to incorrect details, provided by you.
• Please enclose an original or certified bank statement dated within the last 3 months or a voided cheque for the account you want your payment to be sent to. We do not accept online printed statements.
• We cannot make a payment into an account which is not in your name.

Signature(s)

The holder(s) must sign exactly as the account is registered, and state their capacity where applicable.

Money Laundering
I understand that Schroders Personal Wealth (ACD) may need to use credit reference/information agencies in order to satisfy Schroders Personal Wealth (ACD) statutory money laundering obligations. These agencies may keep a record of this enquiry.

How we use your information
For the purposes of the General Data Protection Regulation, the data controller in relation to any personal data you supply is Schroders Personal Wealth (ACD). Information you supply may be processed for the purposes of investment administration by Schroders Personal Wealth (ACD), by third parties who provide services to Schroders Personal Wealth (ACD), and such processing may include the transfer of data out of the European Economic Area. You can find out more about how we use your personal information by visiting our website to view our full privacy notice on spw.com/privacy-policy

Your Preferences

spw.com

Calls may be monitored and recorded and call costs may vary depending on your service provider.
Schroders Personal Wealth (ACD) is a trading name of Scottish Widows Schroder Personal Wealth (ACD) Limited. Registered in England and Wales No. 11722973. Authorised and regulated by the Financial Conduct Authority number 834833. Registered Office: 25 Gresham Street, London EC2V 7HN. Eligible investments with us are protected by the

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