Frequently Asked Questions

To withdraw from your Generate Managed Fund account (individual or joint), complete the Generate Managed Funds Withdrawal Form and send it to us with:

• Proof of your bank account (if not already provided when you joined)

• If required, proof of identity and address — either through electronic verification consent or certified ID documents (see page 3 of the form for details)

Once we receive your completed application, we’ll aim to process your withdrawal the next business day.

Need help?

If you’re unsure which fund to withdraw from or how the withdrawal may affect your investment, our Generate advisers are here to help.

Call us on 0800 855 322 or speak with your financial adviser for personalised guidance before submitting your form.