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 |
|---|---|
| Offering Circular 2022-2023 | Download |
| Organization Investment Application - 12 month - New money only | Download |
| Individual Investment Application- 12 month- New money only | Download |
| Organization Investment Application | Download |
| Individual Investment Application | Download |
| Individual Investment Application-PDF writable | Download |
| Terms and Conditions | Download |
| Beneficiary Designation | Download |
| Address change form | Download |
- 1.43 MB File Size
- 9 File Count
- August 23, 2023 Last Updated