How to Transfer

  1. After reading our Terms of Business, register and open an account online.

  2. Print, complete and return the relevant Transfer Form.

  3. We then contact your existing provider to arrange the transfer.

    Transfer turnaround times are dependent on the speed of your existing provider.

  4. Once the transfer has been received we will notify you via email.  

    Please note: we only accept cash transfers from Child Trust Funds.

What are the benefits of transferring?

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Low Costs

We offer share dealing from £11.50 per trade, free fund dealing and a maximum platform charge of 0.25% per annum.

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Ease of management

Take complete control over your investment strategy by managing all of your investments online in one place.

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An opportunity to review poor performers

When transferring take a minute to consider your portfolio and think about investments with more potential.

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Consolidation

Transfer and consolidate all of you existing investments under one roof minimising your paperwork and administration.

Capital at risk. Income derived may fall or rise and you may get back less than invested.