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.
Downloadable resources
| File | Action |
|---|---|
| Individual Investment Application - 15 Month Special - New money only | Download |
| Individual Investment Application | Download |
| Organization Investment Application - 15 Month Special - New money only | Download |
| Organization Investment Application | Download |
| WELS CEF Offering Circular 2023-24 | Download |
| Additional Investment - Partial Redemption Form | Download |
| EFT (Electronic Funds Transfer) Form | Download |
| Authorized Signature Form | Download |
| Beneficiary Designation Form | Download |
| Address Change Form | Download |
| WELS CEF Terms and Conditions | Download |
- 1.43 MB File Size
- 11 File Count
- April 4, 2024 Last Updated