Witan Wealthbuilder Brochure – To download click here

Witan Wealthbuilder Share Plan Form – To download click here

Witan Wealthbuilder ISA Application form – To download click here

Witan Wealthbuilder ISA Transfer form – To download click here

Once you have read the literature, what to do next:

Step 1 – Choose your Trust – Choose which one of the investment trusts you would like to invest in. You can invest in just one, or you might prefer to invest in both, the choice is yours.

Step 2 – Decide how much you would like to invest – You can invest with a lump sum or you may prefer to invest with regular contributions by direct debit. You can also invest a lump sum lump sum and make regular contributions.

Step 3 – Choose your investment wrapper – You can invest in one or more of our plans – a Witan Wealthbuilder Share Plan or ISA. You can also transfer an existing ISA to Witan Wealthbuilder.

Step 4 – Complete the application form. Don’t forget to sign the declaration and if you are intending to invest on a regular basis please complete the Direct Debit mandate.

Step 5 – Return your application form - Return the application form together with a cheque and/or completed direct debit form. Please send completed applications to:

Witan Wealthbuilder
PO Box 4605
Worthing
West Sussex
BN99 6QY