Change of Principal or Secondary Fund Advisor

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Fund Details
Please enter details of your designated fund below. If you're not sure of the name or number of your designated fund, please click here to see a full list.
New Fund Advisor Details
Trust Approval
We require all fund advisor changes to be supported by the relevant management approvals. The person named below will be emailed a copy of this form and asked to confirm their authorisation for it through an online process. Please ensure you provide accurate details and you may like to inform them about this process as the Charity will not be able to process your application without these authorisations.
IMPORTANT: In the next screen you will be able to save a PDF copy of your application by clicking Print this page and from the Destination drop down select Save as PDF.