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| Re-registration, transfers & switches |
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Consolidate your funds onto FundsNetwork Use our consolidation tool to move your investments onto FundsNetworkTM . Just tell us the companies you have investments with and we'll help you find the easiest way to move them. This will either be by re-registration or transfer as summarised below. Re-registration - "I hold funds with other companies that I want to move to FundsNetwork and then manage in my Fidelity account - without having to sell and re-buy them". Transfer - "I hold ISA and PEP1 funds with other companies that can't be re-registered, but I'd still like to move them by a traditional transfer".
Switch existing funds Switch funds currently invested with Fidelity, or make use of your 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.
1 After April 2008 all Personal Equity Plans (PEPs) automatically became stocks and shares ISAs 2 Please 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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