Gip copia portfolio

The New LEBC Investment Solution

Important! Please download and read this document before making your decision and completing the form.

Download The New LEBC Investment Solution PDF

First Name*

Surname*

Date of Birth*

Reference (See letter or email)*

If we receive your instruction by 4th February your funds will be rebalanced to the Copia proposition on 14th February 2022. Any responses received after 4th February will be processed as soon as possible.

Please select ONE of the statements below:

I have read and understood the information contained in the communication sent on the 26th January 2022. I confirm my instruction to switch my existing holdings and any future regular contributions in the Governed Investment Portfolio(s) to the corresponding Copia portfolio(s) and for LEBC to make the changes to my investments held on the AEGON Platform. I understand that this instruction is made in accordance with the terms laid out in the document ‘The New LEBC Investment Solution’:

I do not wish to proceed with the transfer suggested in this communication and would like my financial adviser to discuss this with me further:

I do not wish to proceed with the transfer suggested in this communication but I wish to take advantage of the reduced platform cost:

Switching From Governed Investment Portfolios to Copia

The New LEBC Investment Solution

If we receive your instruction by 4th February your funds will be rebalanced to the Copia proposition on 14th February 2022. Any responses received after 4th February will be processed as soon as possible.

Please select ONE of the statements below: