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How do I sell from an existing trust?

To place a sell trade on a trust, you will need to provide us with a written instruction. The letter must include your Customer Reference Number, what you wish to sell and a signature to authorise the deal.

Alternatively, you can call us to sell trust investments provided we complete the dealing declaration with all trustees, or a single trustee if joint renunciation is in place.

If you want to set up joint renunciation you will need to complete the 'Joint Holders Special Renunciation Authority Form' and send to us.

Please send your instruction to us at:

Fidelity

PO Box 391

Tadworth

KT20 9FU