Transferring Your Investments
Transfer your investments to our award winning service and make your life easier by reducing your administration and managing all of your investments in one place.
Monitor your accounts on the go with our app.
How to Transfer
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After reading our Terms of Business, register and open an account online.
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Print, complete and return the Transfer Form(s).
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We then contact your existing provider to arrange the transfer of assets. The transfer turnaround time will depend upon the assets held with your existing provider.
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Once both the cash and the investments have been received we will notify you.
What are the benefits of transferring?
