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How does your withdrawal plan process work?

Regular withdrawals will always be paid first from any available cash in an account.

If you do not have enough money in cash, we will sell the investments requested in your application. If there isn't enough money in the funds requested, we will sell any funds in the account, starting with the largest.

If we still cannot raise enough money for the withdrawal, we will sell exchange traded products, such as investment trusts or exchange traded funds.