* Required Field

Section 1 - Personal

Title * Select Mr Master Mrs Miss Dr Prof. Baroness Lord Viscount Dame Ms Lady First name Last name *

Contract Select ISA CIA (OEICs and Unit Trust) Onshore Investment Bond Offshore Investment Bond Policy number *

Section 2 - Changes to your investment contribution

I/we wish to increase my/our monthly contribution by .... £ (complete sections 3 & 5)

I/we wish to reduce my/our monthly contribution by ....... £ ....

I/we wish to withdraw a lump sum from my/our investment ....££ .(complete section 5)

I/we wish to stop the regular withdrawals/income until further notice

...................

Section 3 - How do you want your money invested?

Option 1

..I/we wish the money to be invested into the funds I already hold and in the same proportion.

Option 2

..I/we wish the money to be invested and allocated into the following funds:-

Fund 1 % ...... Fund 2 %

Fund 3 % ...... Fund 4 %

Fund 5 % ...... Fund 6 %

Fund 7 % ...... Fund 8 %

Fund 9 % ...... Fund 10 %

Please ensure that the total allocation add up to 100%

Option 3 - use one of our portfolios

I/we wish my money to be invested into the following portfolio:

For the Premier Service (total funds from all contracts £75,000 or more) click here for help choosing the right growth portfolio for you.

Select from the drop down list Select HFS Growth Portfolio1 HFS Growth Portfolio2 HFS Growth Portfolio3 HFS Growth Portfolio4 HFS Growth Portfolio5 HFS Growth Portfolio6 HFS Growth Portfolio7 HFS Growth Portfolio8 HFS Growth Portfolio9 HFS Growth Portfolio10

For the Executive and Super Saver Services (total funds from all contracts less than £75,000) click here for help choosing the right growth portfolio for you.

Select from the drop down list Select HFS Defensive Managed HFS Cautious Managed HFS Balanced Managed HFS Active Managed

Section 4 - Options on how to invest (lump sums only)

I/we would like the money invested as follows Select All at once Phased in over 3 months Phased in over 6 months Phased in over 9 months Phased in over 12 months

Section 5 - Your preferred method of payment

I/we authorise you to debit my account (only applicable to Heritage Wealth Management clients)
I/we authorise you to instruct the investment provider to make payment direct into my bank account
By cheque
Increasing my/our existing Direct Debit payments

Section 6 - Comments

Any comments you wish to make:

Thank you for completing this Investment Amendment form. Please read the following statement and tick the check box. Please also complete the user verification number box before pressing the submit button.

By submitting this form, you are agreeing for this investment alteration to be performed on an 'Execution Only' basis and that you have read the Terms and Conditions. This is also a declaration that you have received no advice from us. Heritage will not provide a Suitability Report or Illustration that would have been provided if you had asked for advice. There will be no charge for this service. However, we do reserve the right to make a charge if the work is more complex or if the frequency of your alterations demands it. We will always inform you of our intention to charge before making any change on your behalf.*

You will receive confirmation of the change from the product provider.

Please type the following numbers into the adjacent box

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