Use the forms if you want to change your holding, sell fund units and/or terminate/cancel your monthly savings.
Download and fill in the clickable form below, print it out, sign it and then fax or email a scanned form or post it to Catella Fonder. Please note that the sale of fund units always triggers any capital gains tax liability which must be declared.
You may also transfer all or part of your fund holding, for example as a gift or in connection with an inheritance. Fund units can be transferred in whole or in part. This may be beneficial in the case of an inheritance or gift for example, as it does not involve a sale and therefore does not trigger any capital gains tax. Please note that the recipient takes over the original acquisition values and that the transfer price therefore shows your acquisition price for the shares received, and not the closing price on the day of transfer. No fees are charged upon transfer in our funds.
Money Laundering Rules
From March 15, 2009, the Act (2009:62) on measures against money laundering and terrorist financing. The law means that Catella Fonder must make an assessment of the risk of fund saving being used for money laundering. This means that we must have in-depth knowledge of all our clients and their businesses. If the fund company fails to comply with the rules, we could be subject to sanctions. The Swedish Investment Fund Association has produced a folder on money laundering, explaining why both new and existing customers must submit valid ID documentation and answer questions about their business when they want to start saving in funds etc.
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