Investment Forms

Below is a list of the various individual forms you may need to manage your WELS CEF investment. Please feel free to contact us—or you can call us toll-free at 1-866-511-7793.

*Not FDIC or SIPC insured   *Not a bank deposit   *No WELS guarantee

The purchase of WELS CEF securities is subject to risks, which are described in our Offering Circular. The WELS CEF Offering Circular can be found in a download below. This is not an offer to sell, nor the solicitation to buy, our securities. We will offer and sell our securities only in states where authorized. WELS CEF certificates are unsecured general debt obligations. WELS CEF is not a bank or regulated financial institution. This offering is made solely by the Offering Circular.


Privacy Policy

Downloadable resources

Offering Circular 2022-2023Download
Organization Investment Application - 12 month - New money onlyDownload
Individual Investment Application- 12 month- New money onlyDownload
Organization Investment ApplicationDownload
Individual Investment ApplicationDownload
Individual Investment Application-PDF writableDownload
Terms and ConditionsDownload
Beneficiary DesignationDownload
Address change formDownload
  • 1.43 MB File Size
  • 9 File Count
  • August 23, 2023 Last Updated