Personal Investment Portfolio (PIP). A wide variety of investments, allowing you to pay both cash and existing investments in and out whenever you need.

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These Key Features give you important information about your Wealthtime Personal Investment Portfolio.
They also include a Questions and Answers section and the Personal Investment Portfolio Terms and Conditions.

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Personal Investment Portfolio (PIP).
| Personal Investment Portfolio Direct Debit Instruction.

Instruction to your Bank or Building Society to make regular payments into your Wealthtime
Personal Investment Portfolio by Direct Debit. Please complete and return to Wealthtime.

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This Form should be signed and completed if you wish to make regular
withdrawals from your Wealthtime Personal Investment Portfolio.

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This Application Form must be completed before Wealthtime can set up the Private Client Service and open the Wealthtime Personal Investment Portfolio (PIP) for Trusts. Please contact Wealthtime for Corporate Entities Application Forms.

The Wealthtime Private Client Service is administered by Wealthtime Limited, which is authorised and regulated by the Financial Conduct Authority.
Wealthtime recommends that before making a decision regarding this service and the investments you should contact your Financial Adviser.

Wealthtime Limited, The Oak House, Barford Lane, Downton, Salisbury, Wiltshire SP5 3QA T: 01725 512925 E: admin@wealthtime.co.uk

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