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Converting to Charge Basis 2 or 3

Use this form to convert an account/bond to Charge Basis 2 or 3* when you are not going to set up any new fees. If you wish to set up or amend existing fees then please use the Adviser Fee Authorisation form.

*Conversion to Charge Basis 3 is not available for the Collective Investment Bond (CIB)

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Financial Adviser Verification