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Distributor Portal

Quilter Investors Coverall Form

The Coverall form is to be completed and signed by two authorised signatories.

Please note the following:

  • Original/Certified copy of the signatory list must be included
  • Bank Details completed in full (sort code, account number and name
  • Two original authorised signatories must sign the form
  • The form must be addressed to Quilter Investors as Fund Manager
  • The ‘From’ section of the form must state the full registered name and address of the holder - Nominee name, account numbers and designations
  • The italic sections of the coverall form must be completed - Nominee name, account We onlydesignation, name of Company who will place the redemption order.

Please submit your completed form using the document upload facility or via post to the following address:

Address

Coverall Form

There are two main types of Renunciation and Settlement Coverall Agreement which you can request.

Important!

Please supply an Authorised Signatory List with all coverall requests.
Once setup you will need to submit an updated coverall form to make any changes to the details held in any existing agreements.