form test delete

this is a test

Full Name *

Your Email *

Your Phone *

Adviser Name *

Please provide details of the type of plan and the provider. If existing plan, please provide policy number as well

Invest or withdraw

Frequency

Amount*

*If a pension withdrawal, please confirm the GROSS amount. The NET amount that you receive may be less if tax is deducted by your provider. Unless your provider holds an up-to-date tax code, it is likely that the emergency rate of income tax will be applied, which could be more or less than what you should pay.

By default, we shall invest or sell proportionately across your existing funds, if you would like to select certain funds to buy or sell, please state that below. We shall apply the default position if left blank.

If the above form does not represent your wishes, please explain what you would like to do below

DISCLAIMER I understand that by completing and submitting this form (please tick to confirm)...

I have not received financial advice. *

I am providing an execution-only instruction to make a transaction on my behalf *

This means that should the transaction later prove to be unsuitable...

• I may be unable to make a complaint against Prydis Wealth Limited
• I may not have recourse from the Financial Services Compensation Scheme
• I may not have recourse to the Financial Ombudsman Service

Favourite Place

*required field

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Call us – 01392 432431

Branches: Exeter | Edinburgh

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