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What do you require from me to close or transfer my Investment Club account?


We must receive a signed instruction detailing exactly what you want to do with the assets within your account.  This instruction must be signed by both club representatives.

If you are transferring your account to another Plan Manager, we must receive confirmation from them that they are willing to accept your account before we can proceed in transferring this. Relevant charges will apply to the instructions you provide us with.

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