Letter template wording for IPS Customers
Your contact details
The Investor Portfolio Service Legal & General Group Plc PO Box 1112 Chelmsford CM99 2UX
Nationwide ref: N2 Customer no: 50xxxx Product Type: Stocks and Shares ISA/Investment Fund/Portfolio Bond* through Nationwide (*Delete as applicable)
Dear sir
To top up please include or delete as appropriate
Please find attached my cheque for £x. This should be invested in the "Enter the fund(s) name from your statement".
I can confirm that my cheque is made payable to Legal & General followed by my name and it is signed and dated.
I look forward to receiving your confirmation that this additional investment has been completed.*
Or to Switch please include or delete as appropriate
Please arrange for my XXX% of my X investment fund to be switched into Y investment fund. Enter if you are paying regular premiums" Can you also please ensure that all future contributions are invested in "Fund B".
I look forward to receiving your confirmation that this transaction has been completed.*
Yours faithfully
A Customer