Equity Trustees

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

Please send your completed form by post to the following address:

Equity Trustees Fund Services - Investec Wealth & Investment Limited
PO Box 12898
Chelmsford
Essex CM99 2FP

Equity Trustees Files

Equity Trustees Unit Holder Coverall Form

Client Level Coverall (aka ANY Designated Account):

Applies to all of your accounts under a particular client ID.
The Management Companies that offer this agreement are:

Aberdeen Standard Investments	Invesco	Royal London
Allianz	Aviva	SVM
Artemis	J P Morgan	Janus Henderson
AXA IM	Jupiter	Thesis
BMO	Liontrust	T Rowe Price
Columbia Threadneedle	M&G
Dimensional	Natixis
Fundrock	Ninety One
Fundsmith	Quilter Investors

Unitholder Level Coverall (aka Designated Accounts):

This will only apply to the accounts listed on the form. Each Management Company has different requirements for setting up a Coverall agreement.

Please select a Fund Group below

Please choose from the following. drop-down list to see the details for each Fund Group.