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)*

Please select ONE of the statements below before 8th December 2021

I have read and understood the information contained in the communication sent on the 24th November 2021. 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

Please select ONE of the statements below before 8th December 2021