Redemption and Transfer Instructions

You can redeem, transfer out of, or switch between the Courtiers Funds at any time. If you would like to do so, please send us a detailed written instruction to the address below, including the following information:

  • Client reference number (this can be found on any recent correspondence from Courtiers)
  • The name of the fund and the amount you wish to sell / switch out of and into
  • Settlement details for payment (i.e. bank details)

Please note that the minimum sum that may be redeemed, transferred or switched is £1,000.

For more information about redemptions, transfers and switches please refer to the relevant Fund's Prospectus.

We are legally required to verify your identity for anti-money laundering purposes, and so there are certain documents we may need to request from you before we can carry out your instruction or release any sale proceeds. Please contact us using the details below and we can explain more and provide any required documentation.Calls may be recorded to maintain and improve service levels.


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Fund Charges and Costs Explained

Information on the costs an investor might incur while investing in the retail share class of any Courtiers Fund.

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Redemption and Transfer Instructions

Detailed instructions on redeeming or transfering out of Courtiers funds.

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