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    Pi Withdrawal Form

    Uploaded by

    Raffy Velez
    This document is a full withdrawal form for withdrawing an investment before the redemption date. It requests the client's contact details and signature to authorize the withdrawal. It also requests the client's bank account information to process the payment, noting that payments can only be made to accounts in the client's name. Non-UK bank accounts require additional documentation like a recent bank statement. The client's signature is required to confirm their identity and authorize the withdrawal.

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    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd

    Pi Withdrawal Form

    Uploaded by

    Raffy Velez
    87 views4 pages
    This document is a full withdrawal form for withdrawing an investment before the redemption date. It requests the client's contact details and signature to authorize the withdrawal. It also requests the client's bank account information to process the payment, noting that payments can only be made to accounts in the client's name. Non-UK bank accounts require additional documentation like a recent bank statement. The client's signature is required to confirm their identity and authorize the withdrawal.

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    This document is a full withdrawal form for withdrawing an investment before the redemption date. It requests the client's contact details and signature to authorize the withdrawal. It also requests the client's bank account information to process the payment, noting that payments can only be made to accounts in the client's name. Non-UK bank accounts require additional documentation like a recent bank statement. The client's signature is required to confirm their identity and authorize the withdrawal.

    Copyright:

    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd
    Download as pdf or txt
    87 views4 pages

    Pi Withdrawal Form

    Uploaded by

    Raffy Velez
    This document is a full withdrawal form for withdrawing an investment before the redemption date. It requests the client's contact details and signature to authorize the withdrawal. It also requests the client's bank account information to process the payment, noting that payments can only be made to accounts in the client's name. Non-UK bank accounts require additional documentation like a recent bank statement. The client's signature is required to confirm their identity and authorize the withdrawal.

    Copyright:

    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd
    Download as pdf or txt
    of 4

    2022 Full withdrawal form

    Full withdrawal form


    For the withdrawal of the investment before the Redemption Date

    Client number:
    (Please see page 1 of our covering letter)

    Please complete this form if you wish to withdraw the full value of the investment before the Redemption Date. Return it to us in
    the pre-paid envelope we have provided.

    Personal details
    Please provide full contact details including email address and telephone number in the event that we will need to contact you in
    relation to this withdrawal instruction. (This will not be used for marketing purposes.)

    Client name:

    Address:

    Postcode:

    Email address: Telephone number:

    Investment details
    Name of investment:
    (Please see page 1 of our covering letter)
    2022 Full withdrawal form

    Bank/ Building society details


    Please complete this section if you hold a UK bank or building society account.
    Please note
    1) We are only able to pay into a bank/ building society account that is held in your name. We cannot pay to third parties and we cannot
    pay to an ISA account.

    2) Where you have a Power of Attorney (POA) in place, payments can only be paid into an account in your name or an account
    specifically set up for POA purposes.

    Name of bank/ building society:

    Address:

    Postcode:

    Sort code: - -

    Account number:

    Building society roll/ reference


    number (if applicable):
    Before we make any payments to your bank, we will verify your bank details electronically. Should this fail, we may need to ask you for
    further evidence in the form of a recent bank statement in your name (dated within the last six months).

    Please complete the section below if you hold a non-UK bank account.

    SWIFT code:

    IBAN code:

    For non-United Kingdom bank accounts, we are unable to make payments unless we also receive a copy of a recent bank
    statement (dated within the last six months). Please provide this together with this completed form.

    Non-UK bank account details will not be retained for future payments. Legal & General is not liable for any costs incurred for
    payment to a non-sterling bank account.
    2022 Full withdrawal form

    Confirmation signature
    To protect you and us from financial crime, we may need to confirm your identity from time to time. If we need you confirm your
    identity, we may ask you for documents to confirm this. ALL REGISTERED HOLDERS WILL NEED TO SIGN BELOW.

    Sole / First named


    holder signature:
    Date D D M M Y Y Y Y

    Joint holder 1
    signature:
    Date D D M M Y Y Y Y

    Joint holder 2
    signature:
    Date D D M M Y Y Y Y

    Joint holder 3
    signature:
    Date D D M M Y Y Y Y

    Please return to: Legal & General Investment Management, PO Box 6080, Wolverhampton WV1 9RB, United Kingdom.
    Legal & General (Unit Trust Managers) Limited
    Registered in England and Wales No. 01009418
    Legal & General (Portfolio Management Services) Limited
    Registered in England and Wales No. 2457525
    Registered office (for all companies):
    One Coleman Street, London EC2R 5AA
    Both companies are authorised and regulated by the Financial Conduct Authority.
    www.legalandgeneral.com LGAAA154
    WIN2 FW 11/2022

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