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| Re-registration, transfers & switches |
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| Fidelity works closely with Independent Financial Advisers. Please consult your Adviser when considering any investment decisions or changes to your portfolio. |
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Re-registration "I hold funds with other companies that I want to move to FundsNetworkTM and then manage in my existing account - without having to sell and re-buy them".
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Transfers "I hold PEPs1 and ISAs with other companies that can't be re-registered, but I'd still like to move them by a traditional transfer to Fidelity".
If you wish to transfer to Fidelity's investment trusts, please contact your Financial Adviser who will assist you. |
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Switch existing funds "I'd like to change the funds that I currently invest in with Fidelity, or make use of my ISA allowance".
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Fidelity only provides information on its own products and services, and does not give investment advice based on individual circumstances. If you are unsure whether this investment is right for you, you should contact a Financial Adviser. 1After April 2008 all Personal Equity Plans (PEPs) automatically became stocks and shares ISAs 2Please remember that unit trusts also have what's known as a "bid-offer spread", so there may be additional charges to pay. |
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