This document explains the options available when moving your investments to Fidelity and gives you all the important information you need to know before making your decision.
In this document you will find more information about:
The process for moving your investments to Fidelity Personal Investing
Information about other documents you must read before applying
Our UK-based Fidelity Personal Investing team may call you to help you with any queries you may have concerning the process.
Please remember the value of investments can go down as well as up and you may get back less than you invested. If you are in any doubt about the suitability of any investments or services you may acquire through Fidelity, we recommend you consult an authorised financial adviser. The value of tax savings and eligibility to invest in an ISA will depend on individual circumstances and all tax rules may change in the future.